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BNT

Brookfield Wealth Solutions
BNT

113 hedge funds and large institutions have $854M invested in Brookfield Wealth Solutions in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $844M → $854M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less funds holding

Funds holding: 123 → 113 (-10)

14.18% less ownership

Funds ownership: 42.62% → 28.44% (-14%)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

18% less call options, than puts

Call options by funds: $595K | Put options by funds: $728K

68% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 62

Holders
113
Holders Change
-10
Holders Change %
-8.13%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
20
Reduced
62
Closed
19
Calls
$595K
Puts
$728K
Net Calls
-$133K
Net Calls Change
-$147K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$10.3M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$3.22M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
+$1.52M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$846K
5
SAG
Susquehanna Advisors Group
Pennsylvania
+$732K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.28M
2
Goldman Sachs
Goldman Sachs
New York
-$3.55M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$3.07M
4
ClearBridge Investments
ClearBridge Investments
New York
-$2.85M
5
Principal Financial Group
Principal Financial Group
Iowa
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PUI
76
Purpose Unlimited Inc
$18.9K +$18.7K +410 New
S
77
SignatureFD
Georgia
$13.7K +$12.7K +279 +1,395%
EWA
78
EverSource Wealth Advisors
Alabama
$12.7K +$11.7K +256 +1,280%
Bessemer Group
79
Bessemer Group
New Jersey
$12K -$46 -1 -0.4%
GCM
80
GoodHaven Capital Management
New Jersey
$9.51K -$410 -9 -4%
GRP
81
Global Retirement Partners
California
$9.05K -$46 -1 -0.5%
AF
82
Allworth Financial
California
$6.89K +$6.84K +150 New
HI
83
Harbour Investments
Wisconsin
$6.89K – – –
Osaic Holdings
84
Osaic Holdings
Arizona
$6.21K -$319 -7 -5%
SCM
85
Sterling Capital Management
North Carolina
$5.38K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$5K -$46 -1 -0.9%
BGC
87
Beutel, Goodman & Co
Ontario, Canada
$4K -$46 -1 -0.9%
CFM
88
Cornerstone Financial Management
Massachusetts
$2.62K +$2.6K +57 New
LI
89
Louisbourg Investments
New Brunswick, Canada
$2.44K -$46 -1 -2%
FP
90
Financial Perspectives
Minnesota
$1.38K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$1.24K -$91 -2 -7%
Barclays
92
Barclays
United Kingdom
$965 – – –
US Bancorp
93
US Bancorp
Minnesota
$919 +$912 +20 New
HWA
94
Heritage Wealth Advisors
Virginia
$873 -$46 -1 -5%
AF
95
Aviso Financial
Ontario, Canada
$736 -$46 -1 -6%
QC
96
Quent Capital
New York
$735 -$46 -1 -6%
TCOV
97
Trust Company of Vermont
Vermont
$735 -$46 -1 -6%
SWM
98
SHP Wealth Management
Massachusetts
$701 +$684 +15 New
PTC
99
Private Trust Company
Ohio
$691 – – –
FHA
100
Flagship Harbor Advisors
Massachusetts
$460 +$456 +10 New
2 3
4
5 6

BNT Hedge Fund Activity: Q4 2025 in Review

113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q4 2025, worth a combined $854M — up 1.2% from $844M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BNT and 16 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 20 added.

The largest buyer was Vanguard Group, adding an estimated $10.3M. The largest seller was Bank of Montreal, cutting an estimated $4.28M.

  • 113 institutional investors held Brookfield Wealth Solutions (BNT) as of Q4 2025, down from 123 in Q3 2025.
  • Funds reported $854M of Brookfield Wealth Solutions stock for Q4 2025, up 1.2% quarter-over-quarter.
  • 16 funds opened new Brookfield Wealth Solutions positions in Q4 2025 and 19 closed out, a net change of -3 holders.
  • The largest Brookfield Wealth Solutions buyer in Q4 2025 was Vanguard Group, an estimated $10.3M added.
  • The largest Brookfield Wealth Solutions seller in Q4 2025 was Bank of Montreal, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2025.