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BNT

Brookfield Wealth Solutions

123 hedge funds and large institutions have $844M invested in Brookfield Wealth Solutions in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

12% more funds holding

Funds holding: 110123 (+13)

11% more capital invested

Capital invested by funds: $759M → $844M (+$84.9M)

0.24% more ownership

Funds ownership: 42.38%42.62% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
23
Reduced
38
Closed
11
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$54.5K +$1.59K +36 +3%
WANY
77
Wealthspire Advisors (New York)
New York
$48.9K +$47.5K +1,071 New
TRCT
78
Tower Research Capital (TRC)
New York
$42.9K +$38.9K +879 +1,418%
IRAG
79
Investment Research & Advisory Group
Georgia
$33.2K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$24.7K +$24K +542 New
SAM
81
Shell Asset Management
Netherlands
$21K -$57.5K -1,297 -74%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$19.6K -$1.02K -23 -5%
Bessemer Group
83
Bessemer Group
New Jersey
$12K
BTI
84
Blue Trust Inc
Georgia
$11.6K +$11.3K +255 New
GCM
85
GoodHaven Capital Management
New Jersey
$9.86K
GRP
86
Global Retirement Partners
California
$9.04K
HWM
87
Hemington Wealth Management
Virginia
$9K
HI
88
Harbour Investments
Wisconsin
$6.85K -$1.15K -26 -15%
Osaic Holdings
89
Osaic Holdings
Arizona
$6.48K -$354 -8 -5%
SCM
90
Sterling Capital Management
North Carolina
$5.34K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$5K -$89 -2 -2%
BGC
92
Beutel, Goodman & Co
Ontario, Canada
$4K
DZ Bank
93
DZ Bank
Germany
$3.63K
KSWA
94
Kathleen S. Wright Associates
Pennsylvania
$2.67K
LI
95
Louisbourg Investments
New Brunswick, Canada
$2.47K -$222 -5 -8%
FP
96
Financial Perspectives
Minnesota
$1.37K -$133 -3 -9%
SHM
97
Sagard Holdings Management
Ontario, Canada
$1.3K
SPIA
98
Steward Partners Investment Advisory
New York
$1.3K
Barclays
99
Barclays
United Kingdom
$959 -$267K -6,030 -100%
HWA
100
Heritage Wealth Advisors
Virginia
$890

BNT Hedge Fund Activity: Q3 2025 in Review

123 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q3 2025, worth a combined $844M — up 11% from $759M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BNT positions and 11 closed out — a net gain of 13 holders — while 23 added to existing stakes and 38 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.6M. The largest seller was National Bank of Canada, cutting an estimated $4.67M.

  • 123 institutional investors held Brookfield Wealth Solutions (BNT) as of Q3 2025, up from 110 in Q2 2025.
  • Funds reported $844M of Brookfield Wealth Solutions stock for Q3 2025, up 11% quarter-over-quarter.
  • 24 funds opened new Brookfield Wealth Solutions positions in Q3 2025 and 11 closed out, a net change of +13 holders.
  • The largest Brookfield Wealth Solutions buyer in Q3 2025 was Vanguard Group, an estimated $16.6M added.
  • The largest Brookfield Wealth Solutions seller in Q3 2025 was National Bank of Canada, an estimated $4.67M sold.

Based on aggregated 13F filings for Q3 2025.