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BNT

Brookfield Wealth Solutions
BNT

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: 113 → 113 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

1
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$13.8M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
+$3.26M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$2.24M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.36M
5
Morgan Stanley
Morgan Stanley
New York
+$1.04M

Top Sellers

1
TPM
Triasima Portfolio Management
Quebec, Canada
-$1.77M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.58M
3
UBS Group
UBS Group
Switzerland
-$1.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.37M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$17.7K – – –
PUI
77
Purpose Unlimited Inc
$17K – – –
CCWM
78
Cassaday & Co Wealth Management
Virginia
$12.8K +$14K +310 New
Bessemer Group
79
Bessemer Group
New Jersey
$11K – – –
GCM
80
GoodHaven Capital Management
New Jersey
$8.45K -$135 -3 -1%
HI
81
Harbour Investments
Wisconsin
$6.21K – – –
PA
82
Parallel Advisors
California
$5.71K +$6.21K +138 New
SCM
83
Sterling Capital Management
North Carolina
$4.84K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$4.39K -$45 -1 -0.9%
Osaic Holdings
85
Osaic Holdings
Arizona
$4.31K -$1.35K -30 -22%
BGC
86
Beutel, Goodman & Co
Ontario, Canada
$4K – – –
CFM
87
Cornerstone Financial Management
Massachusetts
$3.6K +$1.35K +30 +53%
QCG
88
Quadrant Capital Group
Ohio
$2.82K +$3.06K +68 New
LI
89
Louisbourg Investments
New Brunswick, Canada
$2.2K – – –
FP
90
Financial Perspectives
Minnesota
$1.24K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$1.08K -$45 -1 -4%
Barclays
92
Barclays
United Kingdom
$869 – – –
AF
93
Aviso Financial
Ontario, Canada
$829 +$180 +4 +25%
HWA
94
Heritage Wealth Advisors
Virginia
$787 – – –
LHEI
95
Leo H. Evart Inc
California
$745 +$811 +18 New
QC
96
Quent Capital
New York
$662 – – –
SWM
97
SHP Wealth Management
Massachusetts
$633 – – –
PTC
98
Private Trust Company
Ohio
$623 – – –
PWA
99
Physician Wealth Advisors
Utah
$497 +$540 +12 New
ASN
100
Advisory Services Network
Georgia
$414 +$450 +10 New
2 3
4
5 6

BNT Hedge Fund Activity: Q1 2026 in Review

113 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2026, worth a combined $806M — down 5.6% from $854M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BNT positions and 17 closed out — a net gain of 4 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $13.8M. The largest seller was Triasima Portfolio Management, exiting entirely with an estimated $1.77M sold.

  • 113 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $806M of Brookfield Wealth Solutions stock for Q1 2026, down 5.6% quarter-over-quarter.
  • 21 funds opened new Brookfield Wealth Solutions positions in Q1 2026 and 17 closed out, a net change of +4 holders.
  • The largest Brookfield Wealth Solutions buyer in Q1 2026 was Alberta Investment Management Corp (AIMCo), an estimated $13.8M added.
  • The largest Brookfield Wealth Solutions seller in Q1 2026 was Triasima Portfolio Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2026.