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BNT

Brookfield Wealth Solutions
BNT

113 hedge funds and large institutions have $854M invested in Brookfield Wealth Solutions in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $844M → $854M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less funds holding

Funds holding: 123 → 113 (-10)

14.18% less ownership

Funds ownership: 42.62% → 28.44% (-14%)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

18% less call options, than puts

Call options by funds: $595K | Put options by funds: $728K

68% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 62

Holders
113
Holders Change
-10
Holders Change %
-8.13%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
20
Reduced
62
Closed
19
Calls
$595K
Puts
$728K
Net Calls
-$133K
Net Calls Change
-$147K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$10.3M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$3.22M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
+$1.52M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$846K
5
SAG
Susquehanna Advisors Group
Pennsylvania
+$732K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.28M
2
Goldman Sachs
Goldman Sachs
New York
-$3.55M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$3.07M
4
ClearBridge Investments
ClearBridge Investments
New York
-$2.85M
5
Principal Financial Group
Principal Financial Group
Iowa
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
26
Horizon Kinetics Asset Management
New York
$1.41M -$751K -16,485 -35%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.31M -$46 -1 -0%
BRIM
28
Broad Run Investment Management
Virginia
$1.08M -$46 -1 -0%
N
29
Nuveen
North Carolina
$1.05M -$46 -1 -0%
Bank of America
30
Bank of America
North Carolina
$976K -$256K -5,610 -21%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$868K -$4.28M -93,913 -83%
Citadel Advisors
32
Citadel Advisors
Florida
$742K +$528K +11,589 +254%
SAG
33
Susquehanna Advisors Group
Pennsylvania
$738K +$732K +16,066 New
O
34
Ossiam
France
$686K -$1.53M -33,654 -69%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$540K +$511K +11,213 +2,069%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$523K +$149K +3,269 +39%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$509K -$28.4K -624 -5%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$485K -$200K -4,391 -29%
PFSRSONJ
39
Police & Firemen's Retirement System of New Jersey
New Jersey
$479K – – –
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$456K +$451K +9,902 New
BlackRock
41
BlackRock
New York
$433K +$374K +8,206 +677%
Amundi
42
Amundi
France
$406K +$66.7K +1,464 +20%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$381K -$229K -5,016 -38%
JVBC
44
J.V. Bruni & Co
Colorado
$329K -$134K -2,945 -29%
SMP
45
Santa Monica Partners
Florida
$318K -$46 -1 -0%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$310K +$308K +6,756 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$305K +$46 +1 +0%
Morgan Stanley
48
Morgan Stanley
New York
$289K -$597K -13,095 -68%
Renaissance Technologies
49
Renaissance Technologies
New York
$287K -$420K -9,209 -60%
Jane Street
50
Jane Street
New York
$275K +$273K +5,985 New
1
2
3 4 5

BNT Hedge Fund Activity: Q4 2025 in Review

113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q4 2025, worth a combined $854M — up 1.2% from $844M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BNT and 16 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 20 added.

The largest buyer was Vanguard Group, adding an estimated $10.3M. The largest seller was Bank of Montreal, cutting an estimated $4.28M.

  • 113 institutional investors held Brookfield Wealth Solutions (BNT) as of Q4 2025, down from 123 in Q3 2025.
  • Funds reported $854M of Brookfield Wealth Solutions stock for Q4 2025, up 1.2% quarter-over-quarter.
  • 16 funds opened new Brookfield Wealth Solutions positions in Q4 2025 and 19 closed out, a net change of -3 holders.
  • The largest Brookfield Wealth Solutions buyer in Q4 2025 was Vanguard Group, an estimated $10.3M added.
  • The largest Brookfield Wealth Solutions seller in Q4 2025 was Bank of Montreal, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2025.