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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$292K +$286K +6,362 New
JVBC
52
J.V. Bruni & Co
Colorado
$290K -$6.75K -150 -2%
SMP
53
Santa Monica Partners
Florida
$287K
Russell Investments Group
54
Russell Investments Group
United Kingdom
$282K -$167K -3,709 -35%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$275K +$180 +4 +0.1%
VIA
56
Vanguard Investments Australia
Australia
$272K +$295K +6,556 New
VPIM
57
Vanguard Personalized Indexing Management
California
$250K +$51K +1,132 +23%
JP Morgan Chase
58
JP Morgan Chase
New York
$245K +$221K +4,906 +413%
XT
59
XTX Topco
Cayman Islands
$230K +$6.49K +144 +3%
HF
60
HRT Financial
New York
$229K +$250K +5,541 New
Invesco
61
Invesco
Georgia
$204K -$721 -16 -0.3%
Deutsche Bank
62
Deutsche Bank
Germany
$147K -$5.27K -117 -3%
FFA
63
Farther Finance Advisors
California
$126K +$135K +2,999 +74,975%
MCM
64
MAI Capital Management
Ohio
$116K
NS
65
NBC Securities
Alabama
$105K +$45 +1 +0%
SWP
66
Strategic Wealth Partners
Ohio
$98.9K
TWC
67
TD Waterhouse Canada
Ontario, Canada
$84.4K -$53.2K -1,182 -36%
Wells Fargo
68
Wells Fargo
California
$80.8K -$1.26K -28 -1%
NEI
69
Northwest & Ethical Investments
Ontario, Canada
$75.7K -$54K -1,200 -40%
Citigroup
70
Citigroup
New York
$54K +$58.5K +1,300 +21,667%
MCM
71
Moerus Capital Management
New York
$49.1K
S
72
SignatureFD
Georgia
$41.6K +$31.7K +705 +236%
EWA
73
EverSource Wealth Advisors
Alabama
$34.7K +$25.3K +561 +203%
IRAG
74
Investment Research & Advisory Group
Georgia
$26K
AF
75
Allworth Financial
California
$25.3K +$20.8K +462 +308%