BNT

Brookfield Wealth Solutions

121 hedge funds and large institutions have $844M invested in Brookfield Wealth Solutions in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Searle & Co
Connecticut
$1.55M
CIBC World Market
27
CIBC World Market
Ontario, Canada
$1.46M
HKAM
28
Horizon Kinetics Asset Management
New York
$1.44M
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.3M
Bank of America
30
Bank of America
North Carolina
$1.23M
BRIM
31
Broad Run Investment Management
Virginia
$1.08M
N
32
Nuveen
North Carolina
$1.04M
Morgan Stanley
33
Morgan Stanley
New York
$885K
Renaissance Technologies
34
Renaissance Technologies
New York
$706K
Russell Investments Group
35
Russell Investments Group
United Kingdom
$682K
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$607K
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$540K
Zurich Cantonal Bank
38
Zurich Cantonal Bank
Switzerland
$499K
PFSRSONJ
39
Police & Firemen's Retirement System of New Jersey
New Jersey
$475K
JVBC
40
J.V. Bruni & Co
Colorado
$461K
TI
41
Trexquant Investment
Connecticut
$414K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$378K
Amundi
43
Amundi
France
$334K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$316K
SMP
45
Santa Monica Partners
Florida
$315K
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$303K
Two Sigma Advisers
47
Two Sigma Advisers
New York
$281K
CSS
48
Cubist Systematic Strategies
Connecticut
$249K
Millennium Management
49
Millennium Management
New York
$248K
XT
50
XTX Topco
Cayman Islands
$236K