BNT
Brookfield Wealth Solutions
105 hedge funds and large institutions have $660M invested in Brookfield Wealth Solutions in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
12% less capital invested
Capital invested by funds: $749M → $660M (-$89.1M)
30% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 27
67% less call options, than puts
Call options by funds: $26K | Put options by funds: $78K
Holders
105
Holding in Top 10
2
Calls
$26K
Puts
$78K
Top Buyers
| 1 | +$4M | |
| 2 | +$3.32M | |
| 3 | +$2.22M | |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.99M |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$888K |
Top Sellers
| 1 | -$17.6M | |
| 2 | -$5.98M | |
| 3 | -$2.71M | |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.64M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$862K |