BNT
Brookfield Wealth Solutions
111 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 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
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
111
Holding in Top 10
2
Calls
$81K
Puts
$622K
Top Buyers
| 1 | +$13.8M | |
| 2 | +$3.26M | |
| 3 | +$2.24M | |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.36M |
| 5 |
Morgan Stanley
New York
|
+$1.04M |
Top Sellers
| 1 | -$1.77M | |
| 2 | -$1.58M | |
| 3 | -$1.5M | |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.37M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$1.29M |
