BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

109 hedge funds and large institutions have $759M invested in Brookfield Wealth Solutions Ltd. in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.46%
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
10
Calls
$19K
Puts
$19K
Net Calls
–
Net Calls Change
+$52K

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$6.92M
2
Legal & General Group
Legal & General Group
United Kingdom
$3.87M
3
Millennium Management
Millennium Management
New York
$2.62M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$524K
5
Citadel Advisors
Citadel Advisors
Florida
$413K

Top Sellers

1
NL
Nuveen LLC
North Carolina
$999K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.65M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$4.67M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
$8.31M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$7.23K – – –
BlackRock
77
BlackRock
New York
$5.5K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
SCM
79
Sterling Capital Management
North Carolina
$4.82K – – –
BGC
80
Beutel, Goodman & Co
Ontario, Canada
$4K – – –
DZ Bank
81
DZ Bank
Germany
$3.28K – – –
NC
82
NewSquare Capital
Pennsylvania
$2.78K +$2.78K +45 New
TRCT
83
Tower Research Capital (TRC)
New York
$2.53K – – –
KSWA
84
Kathleen S. Wright Associates
Pennsylvania
$2.41K – – –
LI
85
Louisbourg Investments
New Brunswick, Canada
$2.41K – – –
Osaic Holdings
86
Osaic Holdings
Arizona
$1.55K -$6.49K -113 -81%
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 +$494 +8 +73%
SHM
91
Sagard Holdings Management
Ontario, Canada
$1.17K +$1.17K +19 New
HWA
92
Heritage Wealth Advisors
Virginia
$803 – – –
PTC
93
Private Trust Company
Ohio
$741 – – –
TCOV
94
Trust Company of Vermont
Vermont
$680 +$680 +11 New
PP
95
Pacifica Partners
Canada
$508 – – –
FFA
96
Farther Finance Advisors
California
$432 +$247 +4 +133%
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 – – –
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4
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