BNT

Brookfield Wealth Solutions

105 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, 18 increasing their positions, 27 reducing their positions, and 8 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

12% less capital invested

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

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

67% less call options, than puts

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

Holders
105
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
$26K
Puts
$78K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$2.14K
LI
77
Louisbourg Investments
New Brunswick, Canada
$2.04K
KSWA
78
Kathleen S. Wright Associates
Pennsylvania
$2.04K
FP
79
Financial Perspectives
Minnesota
$1.15K
SS
80
Sunbelt Securities
Texas
$1.1K
GIS
81
Grayhawk Investment Strategies
Alberta, Canada
$993
SPIA
82
Steward Partners Investment Advisory
New York
$991
US Bancorp
83
US Bancorp
Minnesota
$835
HWA
84
Heritage Wealth Advisors
Virginia
$678
PTC
85
Private Trust Company
Ohio
$627
AF
86
Aviso Financial
Ontario, Canada
$575
QC
87
Quent Capital
New York
$574
GWM
88
Geneos Wealth Management
Colorado
$522
PP
89
Pacifica Partners
Canada
$449
MCM
90
MAI Capital Management
Ohio
$314
CA
91
Clearstead Advisors
Ohio
$261
JAM
92
JCIC Asset Management
Ontario, Canada
$261
FFA
93
Farther Finance Advisors
California
$161
NC
94
North Capital
Utah
$157
LWCFA
95
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154
MCM
96
Manchester Capital Management
Vermont
$105
OC
97
Oakworth Capital
Alabama
$104
FGA
98
Fortis Group Advisors
New Jersey
$104
PFBT
99
Parkside Financial Bank & Trust
Missouri
$53
NA
100
NewEdge Advisors
Louisiana
$52