BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

105 hedge funds and large institutions have $660M invested in Brookfield Wealth Solutions Ltd. 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
Holders
105
Holders Change
–
Holders Change %
0%
% 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
18
Reduced
27
Closed
8
Calls
$26K
Puts
$78K
Net Calls
-$52K
Net Calls Change
-$12K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$4M
2
ClearBridge Investments
ClearBridge Investments
New York
+$3.32M
3
UBS Group
UBS Group
Switzerland
+$2.22M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
+$888K
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$864K

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$17.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$2.71M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.64M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$862K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$2.14K -$187K -3,589 -99%
LI
77
Louisbourg Investments
New Brunswick, Canada
$2.04K +$2.04K +39 New
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 -$52 -1 -5%
US Bancorp
83
US Bancorp
Minnesota
$835 +$835 +16 New
HWA
84
Heritage Wealth Advisors
Virginia
$678 – – –
PTC
85
Private Trust Company
Ohio
$627 – – –
AF
86
Aviso Financial
Ontario, Canada
$575 -$157 -3 -21%
QC
87
Quent Capital
New York
$574 – – –
GWM
88
Geneos Wealth Management
Colorado
$522 +$522 +10 New
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 +$157 +3 New
LWCFA
95
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154 +$154 +3 New
MCM
96
Manchester Capital Management
Vermont
$105 – – –
FGA
97
Fortis Group Advisors
New Jersey
$104 – – –
OC
98
Oakworth Capital
Alabama
$104 – – –
PFBT
99
Parkside Financial Bank & Trust
Missouri
$53 – – –
NA
100
NewEdge Advisors
Louisiana
$52 – – –
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4
5