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BNT

Brookfield Wealth Solutions

110 hedge funds and large institutions have $759M invested in Brookfield Wealth Solutions in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $660M → $759M (+$99M)

3% more funds holding

Funds holding: 107110 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more call options, than puts

Call options by funds: $19K | Put options by funds: $19K

4.42% less ownership

Funds ownership: 46.8%42.38% (-4.4%)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.45%
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
11
Calls
$19K
Puts
$19K
Net Calls
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$249K -$2.22K -60 -1%
AWA
52
Arkadios Wealth Advisors
Georgia
$207K +$186K +5,025 New
Pictet Asset Management
53
Pictet Asset Management
Switzerland
$201K -$48.1K -1,299 -21%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$153K +$3.67K +99 +3%
TWC
55
The Woodbridge Company
Ontario, Canada
$126K +$113K +3,051 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$110K -$19.2K -518 -16%
NS
57
NBC Securities
Alabama
$105K -$1.07K -29 -1%
SWP
58
Strategic Wealth Partners
Ohio
$98.4K +$88.5K +2,390 New
NEI
59
Northwest & Ethical Investments
Ontario, Canada
$86.3K -$4.45K -120 -5%
Wells Fargo
60
Wells Fargo
California
$85K +$148 +4 +0.2%
JP Morgan Chase
61
JP Morgan Chase
New York
$75.1K +$62.4K +1,686 +1,231%
SAM
62
Shell Asset Management
Netherlands
$72K +$704 +19 +1%
LM
63
Lincluden Management
Ontario, Canada
$69K -$18.4K -496 -23%
Deutsche Bank
64
Deutsche Bank
Germany
$64.3K +$57.9K +1,562 New
MCM
65
Moerus Capital Management
New York
$60.1K
Citigroup
66
Citigroup
New York
$47.6K -$704 -19 -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 +$852 +23 +5%
Group One Trading
70
Group One Trading
Illinois
$18.5K -$61.1K -1,650 -79%
Raymond James Financial
71
Raymond James Financial
Florida
$16.5K +$14.9K +401 New
Bessemer Group
72
Bessemer Group
New Jersey
$11K
GCM
73
GoodHaven Capital Management
New Jersey
$8.9K -$14K -378 -64%
GRP
74
Global Retirement Partners
California
$8.15K +$7.33K +198 New
HWM
75
Hemington Wealth Management
Virginia
$8K

BNT Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2025, worth a combined $759M — up 15% from $660M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BNT positions and 11 closed out — a net gain of 6 holders — while 18 added to existing stakes and 30 trimmed.

The largest buyer was TD Asset Management, adding an estimated $4.03M. The largest seller was Nuveen, cutting an estimated $52.1M.

  • 110 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $759M of Brookfield Wealth Solutions stock for Q2 2025, up 15% quarter-over-quarter.
  • 17 funds opened new Brookfield Wealth Solutions positions in Q2 2025 and 11 closed out, a net change of +6 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2025 was TD Asset Management, an estimated $4.03M added.
  • The largest Brookfield Wealth Solutions seller in Q2 2025 was Nuveen, an estimated $52.1M sold.

Based on aggregated 13F filings for Q2 2025.