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BNT

Brookfield Wealth Solutions

110 hedge funds and large institutions have $759M invested in Brookfield Wealth Solutions in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $660M → $759M (+$99M)

3% more funds holding

Funds holding: 107110 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more call options, than puts

Call options by funds: $19K | Put options by funds: $19K

4.42% less ownership

Funds ownership: 46.8%42.38% (-4.4%)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
18
Reduced
30
Closed
11
Calls
$19K
Puts
$19K
Net Calls
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
26
Proficio Capital Partners
Massachusetts
$1.47M
SC
27
Searle & Co
Connecticut
$1.4M
HKAM
28
Horizon Kinetics Asset Management
New York
$1.34M -$7.22K -195 -0.6%
UBS AM
29
UBS AM
Illinois
$1.16M +$183K +4,954 +21%
Morgan Stanley
30
Morgan Stanley
New York
$1.04M +$6.56K +177 +0.7%
Vanguard Group
31
Vanguard Group
Pennsylvania
$1.02M -$43.8K -1,182 -5%
N
32
Nuveen
North Carolina
$999K -$52.1M -1,406,235 -98%
BRIM
33
Broad Run Investment Management
Virginia
$971K
Geode Capital Management
34
Geode Capital Management
Massachusetts
$948K -$443K -11,961 -36%
Bank of America
35
Bank of America
North Carolina
$818K -$769K -20,772 -51%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$619K -$271K -7,307 -33%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$542K +$109K +2,933 +29%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$524K +$470K +12,698 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$488K +$159K +4,290 +50%
JVBC
40
J.V. Bruni & Co
Colorado
$466K -$101K -2,714 -19%
Renaissance Technologies
41
Renaissance Technologies
New York
$463K -$77.8K -2,100 -16%
Citadel Advisors
42
Citadel Advisors
Florida
$413K +$372K +10,031 New
Zurich Cantonal Bank
43
Zurich Cantonal Bank
Switzerland
$393K +$1.3K +35 +0.4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$363K +$326K +8,802 New
Russell Investments Group
45
Russell Investments Group
United Kingdom
$294K +$21.6K +582 +9%
SMP
46
Santa Monica Partners
Florida
$285K
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$273K
PFSRSONJ
48
Police & Firemen's Retirement System of New Jersey
New Jersey
$272K
SSA
49
Schonfeld Strategic Advisors
New York
$266K +$239K +6,455 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$253K

BNT Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2025, worth a combined $759M — up 15% from $660M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BNT positions and 11 closed out — a net gain of 6 holders — while 18 added to existing stakes and 30 trimmed.

The largest buyer was TD Asset Management, adding an estimated $4.03M. The largest seller was Nuveen, cutting an estimated $52.1M.

  • 110 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $759M of Brookfield Wealth Solutions stock for Q2 2025, up 15% quarter-over-quarter.
  • 17 funds opened new Brookfield Wealth Solutions positions in Q2 2025 and 11 closed out, a net change of +6 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2025 was TD Asset Management, an estimated $4.03M added.
  • The largest Brookfield Wealth Solutions seller in Q2 2025 was Nuveen, an estimated $52.1M sold.

Based on aggregated 13F filings for Q2 2025.