Brookfield Wealth Solutions
107 hedge funds and large institutions have $660M invested in Brookfield Wealth Solutions in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
1.77% more ownership
Funds ownership: 45.03% → 46.8% (+1.8%)
1% more funds holding
Funds holding: 106 → 107 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less capital invested
Capital invested by funds: $749M → $660M (-$89.1M)
30% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 27
67% less call options, than puts
Call options by funds: $26K | Put options by funds: $78K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$51.4M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$4.33M |
| 3 |
ClearBridge Investments
New York
|
+$3.61M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.41M |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$962K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$19.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.49M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$2.94M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.78M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$935K |
BNT Hedge Fund Activity: Q1 2025 in Review
107 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2025, worth a combined $660M — down 12% from $749M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BNT positions and 8 closed out — a net gain of 4 holders — while 19 added to existing stakes and 27 trimmed.
The largest buyer was Nuveen, adding an estimated $51.4M. The largest seller was Brookfield Corp, cutting an estimated $19.1M.
- 107 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2025, up from 106 in Q4 2024.
- Funds reported $660M of Brookfield Wealth Solutions stock for Q1 2025, down 12% quarter-over-quarter.
- 12 funds opened new Brookfield Wealth Solutions positions in Q1 2025 and 8 closed out, a net change of +4 holders.
- The largest Brookfield Wealth Solutions buyer in Q1 2025 was Nuveen, an estimated $51.4M added.
- The largest Brookfield Wealth Solutions seller in Q1 2025 was Brookfield Corp, an estimated $19.1M sold.
Based on aggregated 13F filings for Q1 2025.