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Brookfield Wealth Solutions

113 hedge funds and large institutions have $806M invested in Brookfield Wealth Solutions in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1.37% more ownership

Funds ownership: 28.44%29.81% (+1.4%)

0% more funds holding

Funds holding: 113113 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

6% less capital invested

Capital invested by funds: $854M → $806M (-$47.8M)

87% less call options, than puts

Call options by funds: $81K | Put options by funds: $622K

Holders
113
Holders Change
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
25
Reduced
27
Closed
17
Calls
$81K
Puts
$622K
Net Calls
-$541K
Net Calls Change
-$408K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$17.7K
PUI
77
Purpose Unlimited Inc
$17K
CCWM
78
Cassaday & Co Wealth Management
Virginia
$12.8K +$14K +310 New
Bessemer Group
79
Bessemer Group
New Jersey
$11K
GCM
80
GoodHaven Capital Management
New Jersey
$8.45K -$135 -3 -1%
HI
81
Harbour Investments
Wisconsin
$6.21K
PA
82
Parallel Advisors
California
$5.71K +$6.21K +138 New
SCM
83
Sterling Capital Management
North Carolina
$4.84K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$4.39K -$45 -1 -0.9%
Osaic Holdings
85
Osaic Holdings
Arizona
$4.31K -$1.35K -30 -22%
BGC
86
Beutel, Goodman & Co
Ontario, Canada
$4K
CFM
87
Cornerstone Financial Management
Massachusetts
$3.6K +$1.35K +30 +53%
QCG
88
Quadrant Capital Group
Ohio
$2.82K +$3.06K +68 New
LI
89
Louisbourg Investments
New Brunswick, Canada
$2.2K
FP
90
Financial Perspectives
Minnesota
$1.24K
SPIA
91
Steward Partners Investment Advisory
New York
$1.08K -$45 -1 -4%
Barclays
92
Barclays
United Kingdom
$869
AF
93
Aviso Financial
Ontario, Canada
$829 +$180 +4 +25%
HWA
94
Heritage Wealth Advisors
Virginia
$787
LHEI
95
Leo H. Evart Inc
California
$745 +$811 +18 New
QC
96
Quent Capital
New York
$662
SWM
97
SHP Wealth Management
Massachusetts
$633
PTC
98
Private Trust Company
Ohio
$623
PWA
99
Physician Wealth Advisors
Utah
$497 +$540 +12 New
ASN
100
Advisory Services Network
Georgia
$414 +$450 +10 New