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BNT

Brookfield Wealth Solutions
BNT

113 hedge funds and large institutions have $806M invested in Brookfield Wealth Solutions in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1.37% more ownership

Funds ownership: 28.44% → 29.81% (+1.4%)

0% more funds holding

Funds holding: 113 → 113 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

6% less capital invested

Capital invested by funds: $854M → $806M (-$47.8M)

87% less call options, than puts

Call options by funds: $81K | Put options by funds: $622K

Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
25
Reduced
27
Closed
17
Calls
$81K
Puts
$622K
Net Calls
-$541K
Net Calls Change
-$408K

Top Buyers

1
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$13.8M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
+$3.26M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$2.24M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.36M
5
Morgan Stanley
Morgan Stanley
New York
+$1.04M

Top Sellers

1
TPM
Triasima Portfolio Management
Quebec, Canada
-$1.77M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.58M
3
UBS Group
UBS Group
Switzerland
-$1.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.37M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
26
Horizon Kinetics Asset Management
New York
$1.27M – – –
Morgan Stanley
27
Morgan Stanley
New York
$1.22M +$1.04M +23,078 +366%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$1.18M – – –
Citadel Advisors
29
Citadel Advisors
Florida
$1.13M +$502K +11,140 +69%
VAM
30
Vanguard Asset Management
$1.03M +$1.11M +24,701 New
BRIM
31
Broad Run Investment Management
Virginia
$976K – – –
BlackRock
32
BlackRock
New York
$927K +$584K +12,962 +138%
N
33
Nuveen
North Carolina
$897K -$50K -1,111 -5%
UBS Group
34
UBS Group
Switzerland
$814K -$1.5M -33,270 -63%
Belvedere Trading
35
Belvedere Trading
Illinois
$681K +$381K +8,466 +254%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$680K -$1.37M -30,349 -65%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$663K +$202K +4,491 +38%
SFA
38
Sequoia Financial Advisors
Ohio
$603K +$443K +9,827 +208%
O
39
Ossiam
France
$598K -$19.5K -433 -3%
Bank of America
40
Bank of America
North Carolina
$564K -$344K -7,629 -36%
Renaissance Technologies
41
Renaissance Technologies
New York
$524K +$288K +6,400 +102%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$487K – – –
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$463K -$4.28K -95 -0.8%
TI
44
Trexquant Investment
Connecticut
$438K +$476K +10,581 New
Two Sigma Investments
45
Two Sigma Investments
New York
$418K +$454K +10,092 New
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$388K +$422K +9,365 New
PFSRSONJ
47
Police & Firemen's Retirement System of New Jersey
New Jersey
$360K -$75.3K -1,671 -16%
Jane Street
48
Jane Street
New York
$346K +$107K +2,368 +40%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$342K – – –
SC
50
Scotia Capital
Ontario, Canada
$325K +$364K +8,080 New
1
2
3 4 5

BNT Hedge Fund Activity: Q1 2026 in Review

113 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2026, worth a combined $806M — down 5.6% from $854M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BNT positions and 17 closed out — a net gain of 4 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $13.8M. The largest seller was Triasima Portfolio Management, exiting entirely with an estimated $1.77M sold.

  • 113 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $806M of Brookfield Wealth Solutions stock for Q1 2026, down 5.6% quarter-over-quarter.
  • 21 funds opened new Brookfield Wealth Solutions positions in Q1 2026 and 17 closed out, a net change of +4 holders.
  • The largest Brookfield Wealth Solutions buyer in Q1 2026 was Alberta Investment Management Corp (AIMCo), an estimated $13.8M added.
  • The largest Brookfield Wealth Solutions seller in Q1 2026 was Triasima Portfolio Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2026.