BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

105 hedge funds and large institutions have $660M invested in Brookfield Wealth Solutions Ltd. in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
–
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
18
Reduced
27
Closed
8
Calls
$26K
Puts
$78K
Net Calls
-$52K
Net Calls Change
-$12K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$4M
2
ClearBridge Investments
ClearBridge Investments
New York
+$3.32M
3
UBS Group
UBS Group
Switzerland
+$2.22M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
+$888K
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$864K

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$17.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$2.71M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.64M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$862K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.36M – – –
PCP
27
Proficio Capital Partners
Massachusetts
$1.24M – – –
SC
28
Searle & Co
Connecticut
$1.18M – – –
HKAM
29
Horizon Kinetics Asset Management
New York
$1.14M -$8.82K -169 -0.8%
First Trust Advisors
30
First Trust Advisors
Illinois
$918K +$627 +12 +0.1%
Vanguard Group
31
Vanguard Group
Pennsylvania
$905K +$108K +2,061 +14%
Morgan Stanley
32
Morgan Stanley
New York
$873K -$131K -2,504 -13%
BRIM
33
Broad Run Investment Management
Virginia
$820K – – –
UBS AM
34
UBS AM
Illinois
$806K +$92.8K +1,778 +13%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$778K -$1.64M -31,344 -68%
Legal & General Group
36
Legal & General Group
United Kingdom
$655K – – –
JVBC
37
J.V. Bruni & Co
Colorado
$488K -$56.5K -1,082 -10%
Renaissance Technologies
38
Renaissance Technologies
New York
$464K – – –
Bank of New York Mellon
39
Bank of New York Mellon
New York
$453K -$52 -1 -0%
NIM
40
Needham Investment Management
New York
$417K – – –
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$356K +$18.4K +352 +5%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$331K +$128K +2,450 +63%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$300K -$10.7K -206 -3%
SMP
44
Santa Monica Partners
Florida
$241K – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$230K +$230K +4,417 New
PFSRSONJ
46
Police & Firemen's Retirement System of New Jersey
New Jersey
$230K +$2.72K +52 +1%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$229K -$13.9K -266 -6%
Pictet Asset Management
48
Pictet Asset Management
Switzerland
$216K +$216K +4,132 New
Two Sigma Advisers
49
Two Sigma Advisers
New York
$214K -$47K -900 -18%
Barclays
50
Barclays
United Kingdom
$213K -$1.93K -37 -0.9%
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