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BNT

Brookfield Wealth Solutions
BNT

107 hedge funds and large institutions have $660M invested in Brookfield Wealth Solutions in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

1.77% more ownership

Funds ownership: 45.03% → 46.8% (+1.8%)

1% more funds holding

Funds holding: 106 → 107 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less capital invested

Capital invested by funds: $749M → $660M (-$89.1M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

67% less call options, than puts

Call options by funds: $26K | Put options by funds: $78K

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
19
Reduced
27
Closed
8
Calls
$26K
Puts
$78K
Net Calls
-$52K
Net Calls Change
-$12K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$51.4M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$4.33M
3
ClearBridge Investments
ClearBridge Investments
New York
+$3.61M
4
UBS Group
UBS Group
Switzerland
+$2.41M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$962K

Top Sellers

Rank Fund Capital Flow
1
BC
Brookfield Corp
Ontario, Canada
-$19.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.49M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$2.94M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.78M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$2.14K -$203K -5,383 -99%
LI
77
Louisbourg Investments
New Brunswick, Canada
$2.04K +$2.23K +59 New
KSWA
78
Kathleen S. Wright Associates
Pennsylvania
$2.04K – – –
RCM
79
Ravenstone Capital Management
$1.15K +$1.25K +33 New
FP
80
Financial Perspectives
Minnesota
$1.15K – – –
SS
81
Sunbelt Securities
Texas
$1.1K – – –
GIS
82
Grayhawk Investment Strategies
Alberta, Canada
$993 – – –
SPIA
83
Steward Partners Investment Advisory
New York
$991 -$38 -1 -3%
US Bancorp
84
US Bancorp
Minnesota
$835 +$906 +24 New
HWA
85
Heritage Wealth Advisors
Virginia
$678 – – –
PTC
86
Private Trust Company
Ohio
$627 – – –
AF
87
Aviso Financial
Ontario, Canada
$575 -$151 -4 -19%
QC
88
Quent Capital
New York
$574 – – –
GWM
89
Geneos Wealth Management
Colorado
$522 +$566 +15 New
PP
90
Pacifica Partners
Canada
$449 – – –
MCM
91
MAI Capital Management
Ohio
$314 – – –
CA
92
Clearstead Advisors
Ohio
$261 – – –
JAM
93
JCIC Asset Management
Ontario, Canada
$261 – – –
FFA
94
Farther Finance Advisors
California
$161 – – –
NC
95
North Capital
Utah
$157 +$189 +5 New
LWCFA
96
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154 +$189 +5 New
MCM
97
Manchester Capital Management
Vermont
$105 – – –
FGA
98
Fortis Group Advisors
New Jersey
$104 – – –
OC
99
Oakworth Capital
Alabama
$104 – – –
RF
100
Robinswood Financial
Washington
$104 – – –
1 2 3
4
5

BNT Hedge Fund Activity: Q1 2025 in Review

107 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2025, worth a combined $660M — down 12% from $749M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BNT positions and 8 closed out — a net gain of 4 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Nuveen, adding an estimated $51.4M. The largest seller was Brookfield Corp, cutting an estimated $19.1M.

  • 107 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2025, up from 106 in Q4 2024.
  • Funds reported $660M of Brookfield Wealth Solutions stock for Q1 2025, down 12% quarter-over-quarter.
  • 12 funds opened new Brookfield Wealth Solutions positions in Q1 2025 and 8 closed out, a net change of +4 holders.
  • The largest Brookfield Wealth Solutions buyer in Q1 2025 was Nuveen, an estimated $51.4M added.
  • The largest Brookfield Wealth Solutions seller in Q1 2025 was Brookfield Corp, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2025.