BNT

Brookfield Wealth Solutions Ltd.

108 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, 29 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% 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
29
Closed
10
Calls
$19K
Puts
$19K
Net Calls
Net Calls Change
+$52K
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
76
BlackRock
New York
$5.5K 89
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$5K 73
SCM
78
Sterling Capital Management
North Carolina
$4.82K 78
BGC
79
Beutel, Goodman & Co
Ontario, Canada
$4K 71
DZ Bank
80
DZ Bank
Germany
$3.28K 53
NC
81
NewSquare Capital
Pennsylvania
$2.78K 45 +45 New
TRCT
82
Tower Research Capital (TRC)
New York
$2.53K 41
KSWA
83
Kathleen S. Wright Associates
Pennsylvania
$2.41K 39
LI
84
Louisbourg Investments
New Brunswick, Canada
$2.41K 39
Osaic Holdings
85
Osaic Holdings
Arizona
$1.55K 27 -113 -81%
FP
86
Financial Perspectives
Minnesota
$1.36K 22
SS
87
Sunbelt Securities
Texas
$1.21K 21
SPIA
88
Steward Partners Investment Advisory
New York
$1.17K 19
AF
89
Aviso Financial
Ontario, Canada
$1.17K 19 +8 +73%
SHM
90
Sagard Holdings Management
Ontario, Canada
$1.17K 19 +19 New
HWA
91
Heritage Wealth Advisors
Virginia
$803 13
PTC
92
Private Trust Company
Ohio
$741 12
TCOV
93
Trust Company of Vermont
Vermont
$680 11 +11 New
PP
94
Pacifica Partners
Canada
$508 9
FFA
95
Farther Finance Advisors
California
$432 7 +4 +133%
MCM
96
MAI Capital Management
Ohio
$371 6
CA
97
Clearstead Advisors
Ohio
$309 5
NC
98
North Capital
Utah
$185 3
OC
99
Oakworth Capital
Alabama
$124 2
FGA
100
Fortis Group Advisors
New Jersey
$124 2