BNT

Brookfield Wealth Solutions Ltd.

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
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
51
Barclays
United Kingdom
$249K -$2.47K -40 -1%
AWA
52
Arkadios Wealth Advisors
Georgia
$207K +$207K +3,350 New
Pictet Asset Management
53
Pictet Asset Management
Switzerland
$201K -$53.4K -866 -21%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$153K +$4.08K +66 +3%
TWC
55
The Woodbridge Company
Ontario, Canada
$126K +$126K +2,034 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$110K -$21.3K -345 -16%
NS
57
NBC Securities
Alabama
$105K -$1.17K -19 -1%
SWP
58
Strategic Wealth Partners
Ohio
$98.4K +$98.4K +1,593 New
NEI
59
Northwest & Ethical Investments
Ontario, Canada
$86.3K -$4.94K -80 -5%
Wells Fargo
60
Wells Fargo
California
$85K +$185 +3 +0.2%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$75.1K +$69.4K +1,124 +1,235%
SAM
62
Shell Asset Management
Netherlands
$72K +$801 +13 +1%
LM
63
Lincluden Management
Ontario, Canada
$69K -$20.4K -331 -23%
Deutsche Bank
64
Deutsche Bank
Germany
$64.3K +$64.3K +1,041 New
MCM
65
Moerus Capital Management
New York
$60.1K
Citigroup
66
Citigroup
New York
$47.6K -$802 -13 -2%
WT
67
Whittier Trust
California
$46K
IRAG
68
Investment Research & Advisory Group
Georgia
$32.2K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$18.6K +$927 +15 +5%
Group One Trading
70
Group One Trading
Illinois
$18.5K -$68K -1,100 -79%
Raymond James Financial
71
Raymond James Financial
Florida
$16.5K +$16.5K +267 New
Bessemer Group
72
Bessemer Group
New Jersey
$11K
GCM
73
GoodHaven Capital Management
New Jersey
$8.9K -$15.6K -252 -64%
GRP
74
Global Retirement Partners
California
$8.16K +$8.16K +132 New
HWM
75
Hemington Wealth Management
Virginia
$8K