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BNT

Brookfield Wealth Solutions
BNT

110 hedge funds and large institutions have $759M invested in Brookfield Wealth Solutions in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $660M → $759M (+$99M)

3% more funds holding

Funds holding: 107 → 110 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more call options, than puts

Call options by funds: $19K | Put options by funds: $19K

4.42% less ownership

Funds ownership: 46.8% → 42.38% (-4.4%)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
18
Reduced
30
Closed
11
Calls
$19K
Puts
$19K
Net Calls
–
Net Calls Change
+$52K

Top Buyers

Rank Fund Capital Flow
1
TD Asset Management
TD Asset Management
Ontario, Canada
+$4.03M
2
Legal & General Group
Legal & General Group
United Kingdom
+$2.79M
3
Millennium Management
Millennium Management
New York
+$2.36M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$470K
5
Citadel Advisors
Citadel Advisors
Florida
+$372K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$52.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$11.8M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$10.1M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
-$1.89M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$7.23K – – –
Osaic Holdings
77
Osaic Holdings
Arizona
$6.17K -$2.26K -61 -29%
BlackRock
78
BlackRock
New York
$5.5K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
SCM
80
Sterling Capital Management
North Carolina
$4.82K – – –
BGC
81
Beutel, Goodman & Co
Ontario, Canada
$4K – – –
DZ Bank
82
DZ Bank
Germany
$3.28K – – –
NC
83
NewSquare Capital
Pennsylvania
$2.78K +$2.52K +68 New
TRCT
84
Tower Research Capital (TRC)
New York
$2.53K – – –
KSWA
85
Kathleen S. Wright Associates
Pennsylvania
$2.41K – – –
LI
86
Louisbourg Investments
New Brunswick, Canada
$2.41K – – –
FP
87
Financial Perspectives
Minnesota
$1.36K – – –
SS
88
Sunbelt Securities
Texas
$1.21K – – –
SPIA
89
Steward Partners Investment Advisory
New York
$1.17K – – –
AF
90
Aviso Financial
Ontario, Canada
$1.17K +$444 +12 +71%
SHM
91
Sagard Holdings Management
Ontario, Canada
$1.17K +$1.07K +29 New
HWA
92
Heritage Wealth Advisors
Virginia
$803 – – –
PTC
93
Private Trust Company
Ohio
$741 – – –
TCOV
94
Trust Company of Vermont
Vermont
$680 +$630 +17 New
PP
95
Pacifica Partners
Canada
$508 – – –
FFA
96
Farther Finance Advisors
California
$432 +$222 +6 +120%
MCM
97
MAI Capital Management
Ohio
$371 – – –
CA
98
Clearstead Advisors
Ohio
$309 – – –
NC
99
North Capital
Utah
$185 – – –
FGA
100
Fortis Group Advisors
New Jersey
$124 – – –
1 2 3
4
5

BNT Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2025, worth a combined $759M — up 15% from $660M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BNT positions and 11 closed out — a net gain of 6 holders — while 18 added to existing stakes and 30 trimmed.

The largest buyer was TD Asset Management, adding an estimated $4.03M. The largest seller was Nuveen, cutting an estimated $52.1M.

  • 110 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $759M of Brookfield Wealth Solutions stock for Q2 2025, up 15% quarter-over-quarter.
  • 17 funds opened new Brookfield Wealth Solutions positions in Q2 2025 and 11 closed out, a net change of +6 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2025 was TD Asset Management, an estimated $4.03M added.
  • The largest Brookfield Wealth Solutions seller in Q2 2025 was Nuveen, an estimated $52.1M sold.

Based on aggregated 13F filings for Q2 2025.