BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

105 hedge funds and large institutions have $749M invested in Brookfield Wealth Solutions Ltd. in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
24
Closed
9
Calls
$23K
Puts
$63K
Net Calls
-$40K
Net Calls Change
-$29K

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$71.2M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$17.8M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$16.5M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.23M
5
UBS Group
5
UBS Group
Switzerland
$1.34M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$8.36M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$2.69M
3
CL
3
CSS LLC
Illinois
$734K
4
Millennium Management
4
Millennium Management
New York
$0
5
TGAM
5
TBH Global Asset Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BP
76
BNP Paribas
France
$3.79K 66 – –
DZ Bank
77
DZ Bank
Germany
$3.05K 53 – –
KSWA
78
Kathleen S. Wright Associates
Pennsylvania
$2.24K 39 -13 -25%
FMII
79
Farmers & Merchants Investments Inc
Nebraska
$2.18K 38 – –
FP
80
Financial Perspectives
Minnesota
$1.26K 22 – –
SS
81
Sunbelt Securities
Texas
$1.21K 21 – –
SPIA
82
Steward Partners Investment Advisory
New York
$1.16K 20 – –
GIS
83
Grayhawk Investment Strategies
Alberta, Canada
$1.09K 19 +19 New
AF
84
Aviso Financial
Ontario, Canada
$805 14 -7 -33%
HWA
85
Heritage Wealth Advisors
Virginia
$747 13 – –
PTC
86
Private Trust Company
Ohio
$689 12 – –
QC
87
Quent Capital
New York
$632 11 – –
PP
88
Pacifica Partners
Canada
$517 9 -4 -31%
CFGS
89
Concourse Financial Group Securities
Alabama
$479 8 +3 +60%
MCM
90
MAI Capital Management
Ohio
$345 6 +6 New
CA
91
Clearstead Advisors
Ohio
$288 5 – –
JAM
92
JCIC Asset Management
Ontario, Canada
$287 5 +5 New
FFA
93
Farther Finance Advisors
California
$172 3 – –
WT
94
Washington Trust
Rhode Island
$172 3 +3 New
FWM
95
FSA Wealth Management
Massachusetts
$115 2 -2 -50%
FGA
96
Fortis Group Advisors
New Jersey
$115 2 – –
MCM
97
Manchester Capital Management
Vermont
$115 2 – –
OC
98
Oakworth Capital
Alabama
$115 2 – –
NS
99
NBC Securities
Alabama
$96 1 -1,670 -100%
PFBT
100
Parkside Financial Bank & Trust
Missouri
$59 1 – –
1 2 3
4
5