BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

109 hedge funds and large institutions have $759M invested in Brookfield Wealth Solutions Ltd. in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.46%
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
10
Calls
$19K
Puts
$19K
Net Calls
–
Net Calls Change
+$52K

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$6.92M
2
Legal & General Group
Legal & General Group
United Kingdom
$3.87M
3
Millennium Management
Millennium Management
New York
$2.62M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$524K
5
Citadel Advisors
Citadel Advisors
Florida
$413K

Top Sellers

1
NL
Nuveen LLC
North Carolina
$999K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.65M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$4.67M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
$8.31M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$8.03K -130 -0.6%
UBS AM
29
UBS AM
Illinois
$1.16M +$204K +3,303 +21%
Morgan Stanley
30
Morgan Stanley
New York
$1.04M +$7.29K +118 +0.7%
Vanguard Group
31
Vanguard Group
Pennsylvania
$1.02M -$48.7K -788 -5%
NL
32
Nuveen LLC
North Carolina
$999K -$57.8M -937,490 -98%
BRIM
33
Broad Run Investment Management
Virginia
$971K – – –
Geode Capital Management
34
Geode Capital Management
Massachusetts
$948K -$534K -7,974 -36%
Bank of America
35
Bank of America
North Carolina
$818K -$856K -13,848 -51%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$619K -$301K -4,871 -33%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$542K +$121K +1,955 +29%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$524K +$524K +8,465 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$488K +$162K +2,860 +50%
JVBC
40
J.V. Bruni & Co
Colorado
$466K -$112K -1,809 -19%
Renaissance Technologies
41
Renaissance Technologies
New York
$463K -$86.5K -1,400 -16%
Citadel Advisors
42
Citadel Advisors
Florida
$413K +$413K +6,687 New
Zurich Cantonal Bank
43
Zurich Cantonal Bank
Switzerland
$393K +$1.42K +23 +0.4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$363K +$363K +5,868 New
Russell Investments Group
45
Russell Investments Group
United Kingdom
$294K +$23.9K +388 +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 +$266K +4,303 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$253K – – –
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