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Brookfield Wealth Solutions

113 hedge funds and large institutions have $806M invested in Brookfield Wealth Solutions in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1.37% more ownership

Funds ownership: 28.44%29.81% (+1.4%)

0% more funds holding

Funds holding: 113113 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

6% less capital invested

Capital invested by funds: $854M → $806M (-$47.8M)

87% less call options, than puts

Call options by funds: $81K | Put options by funds: $622K

Holders
113
Holders Change
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
25
Reduced
27
Closed
17
Calls
$81K
Puts
$622K
Net Calls
-$541K
Net Calls Change
-$408K
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
26
Horizon Kinetics Asset Management
New York
$1.27M
Morgan Stanley
27
Morgan Stanley
New York
$1.22M +$1.04M +23,078 +366%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$1.18M
Citadel Advisors
29
Citadel Advisors
Florida
$1.13M +$502K +11,140 +69%
VAM
30
Vanguard Asset Management
$1.03M +$1.11M +24,701 New
BRIM
31
Broad Run Investment Management
Virginia
$976K
BlackRock
32
BlackRock
New York
$927K +$584K +12,962 +138%
N
33
Nuveen
North Carolina
$897K -$50K -1,111 -5%
UBS Group
34
UBS Group
Switzerland
$814K -$1.5M -33,270 -63%
Belvedere Trading
35
Belvedere Trading
Illinois
$681K +$381K +8,466 +254%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$680K -$1.37M -30,349 -65%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$663K +$202K +4,491 +38%
SFA
38
Sequoia Financial Advisors
Ohio
$603K +$443K +9,827 +208%
O
39
Ossiam
France
$598K -$19.5K -433 -3%
Bank of America
40
Bank of America
North Carolina
$564K -$344K -7,629 -36%
Renaissance Technologies
41
Renaissance Technologies
New York
$524K +$288K +6,400 +102%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$487K
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$463K -$4.28K -95 -0.8%
TI
44
Trexquant Investment
Connecticut
$438K +$476K +10,581 New
Two Sigma Investments
45
Two Sigma Investments
New York
$418K +$454K +10,092 New
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$388K +$422K +9,365 New
PFSRSONJ
47
Police & Firemen's Retirement System of New Jersey
New Jersey
$360K -$75.3K -1,671 -16%
Jane Street
48
Jane Street
New York
$346K +$107K +2,368 +40%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$342K
SC
50
Scotia Capital
Ontario, Canada
$325K +$364K +8,080 New