BNT

Brookfield Wealth Solutions

121 hedge funds and large institutions have $844M invested in Brookfield Wealth Solutions in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$54.5K
WANY
77
Wealthspire Advisors (New York)
New York
$48.9K
TRCT
78
Tower Research Capital (TRC)
New York
$42.9K
IRAG
79
Investment Research & Advisory Group
Georgia
$33.2K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$24.7K
SAM
81
Shell Asset Management
Netherlands
$21K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$19.6K
Bessemer Group
83
Bessemer Group
New Jersey
$12K
BTI
84
Blue Trust Inc
Georgia
$11.6K
GCM
85
GoodHaven Capital Management
New Jersey
$9.86K
GRP
86
Global Retirement Partners
California
$9.04K
HWM
87
Hemington Wealth Management
Virginia
$9K
HI
88
Harbour Investments
Wisconsin
$6.85K
Osaic Holdings
89
Osaic Holdings
Arizona
$6.48K
SCM
90
Sterling Capital Management
North Carolina
$5.34K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$5K
BGC
92
Beutel, Goodman & Co
Ontario, Canada
$4K
DZ Bank
93
DZ Bank
Germany
$3.63K
KSWA
94
Kathleen S. Wright Associates
Pennsylvania
$2.67K
LI
95
Louisbourg Investments
New Brunswick, Canada
$2.47K
FP
96
Financial Perspectives
Minnesota
$1.37K
SHM
97
Sagard Holdings Management
Ontario, Canada
$1.3K
SPIA
98
Steward Partners Investment Advisory
New York
$1.3K
Barclays
99
Barclays
United Kingdom
$959
HWA
100
Heritage Wealth Advisors
Virginia
$890