BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

105 hedge funds and large institutions have $660M invested in Brookfield Wealth Solutions Ltd. in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
–
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
18
Reduced
27
Closed
8
Calls
$26K
Puts
$78K
Net Calls
-$52K
Net Calls Change
-$12K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$4M
2
ClearBridge Investments
ClearBridge Investments
New York
+$3.32M
3
UBS Group
UBS Group
Switzerland
+$2.22M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
+$888K
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$864K

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$17.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$2.71M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.64M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$862K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$129K -$115K -2,154 -47%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$94.8K – – –
NS
53
NBC Securities
Alabama
$90K +$89.9K +1,726 +172,600%
NEI
54
Northwest & Ethical Investments
Ontario, Canada
$77.2K +$77.2K +1,476 New
LM
55
Lincluden Management
Ontario, Canada
$76K – – –
Group One Trading
56
Group One Trading
Illinois
$73.1K – – –
Wells Fargo
57
Wells Fargo
California
$71.8K -$1.52K -29 -2%
SAM
58
Shell Asset Management
Netherlands
$60K +$25.4K +489 +73%
MCM
59
Moerus Capital Management
New York
$50.8K – – –
Citigroup
60
Citigroup
New York
$41K -$313 -6 -0.8%
WT
61
Whittier Trust
California
$38.8K – – –
IRAG
62
Investment Research & Advisory Group
Georgia
$28.2K – – –
GCM
63
GoodHaven Capital Management
New Jersey
$20.7K -$783 -15 -4%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$14.9K – – –
GWM
65
Guardian Wealth Management
Illinois
$11.3K – – –
Bessemer Group
66
Bessemer Group
New Jersey
$9K – – –
Osaic Holdings
67
Osaic Holdings
Arizona
$7.31K +$2.71K +52 +59%
HWM
68
Hemington Wealth Management
Virginia
$7K – – –
HI
69
Harbour Investments
Wisconsin
$6.11K – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$4.75K -$104 -2 -2%
BlackRock
71
BlackRock
New York
$4.64K – – –
SCM
72
Sterling Capital Management
North Carolina
$4.07K – – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
BGC
74
Beutel, Goodman & Co
Ontario, Canada
$3K +$3K +71 New
DZ Bank
75
DZ Bank
Germany
$2.77K – – –
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3
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