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BNT

Brookfield Wealth Solutions

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: 107110 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
Manchester Capital Management
Vermont
$124
OC
102
Oakworth Capital
Alabama
$124
FWM
103
FSA Wealth Management
Massachusetts
$124 +$111 +3 New
HNB
104
Hilltop National Bank
Wyoming
$124 +$111 +3 New
RF
105
Robinswood Financial
Washington
$123
PFBT
106
Parkside Financial Bank & Trust
Missouri
$63
GSWM
107
Golden State Wealth Management
California
$62
NA
108
NewEdge Advisors
Louisiana
$62
SA
109
Scarborough Advisors
Maryland
$62 +$74 +2 New
LFG
110
Larson Financial Group
Missouri
$8
First Trust Advisors
111
First Trust Advisors
Illinois
-$918K -26,348 Closed
Bank of New York Mellon
112
Bank of New York Mellon
New York
-$453K -13,022 Closed
NIM
113
Needham Investment Management
New York
-$417K -12,000 Closed
GWMI
114
Guardian Wealth Management (Illinois)
Illinois
-$11.3K -326 Closed
RCM
115
Ravenstone Capital Management
-$1.15K -33 Closed
US Bancorp
116
US Bancorp
Minnesota
-$835 -24 Closed
QC
117
Quent Capital
New York
-$574 -17 Closed
GWM
118
Geneos Wealth Management
Colorado
-$522 -15 Closed
LWCFA
119
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$154 -5 Closed
AA
120
Ancora Advisors
Ohio
-$52 -2 Closed
SFGP
121
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$52 -2 Closed

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.