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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
EWA
101
EverSource Wealth Advisors
Alabama
$890 +$886 +20 New
S
102
SignatureFD
Georgia
$890 +$886 +20 New
AF
103
Aviso Financial
Ontario, Canada
$754 -$532 -12 -41%
TCOV
104
Trust Company of Vermont
Vermont
$753
QC
105
Quent Capital
New York
$753 +$753 +17 New
PTC
106
Private Trust Company
Ohio
$685 -$133 -3 -17%
ASN
107
Advisory Services Network
Georgia
$548 +$532 +12 New
PP
108
Pacifica Partners
Canada
$528 -$89 -2 -14%
BIA
109
Bell Investment Advisors
California
$480 +$487 +11 New
FFA
110
Farther Finance Advisors
California
$479
SS
111
Sunbelt Securities
Texas
$274 -$1.15K -26 -81%
NC
112
North Capital
Utah
$205
FGA
113
Fortis Group Advisors
New Jersey
$137
FWM
114
FSA Wealth Management
Massachusetts
$137
HNB
115
Hilltop National Bank
Wyoming
$137
OC
116
Oakworth Capital
Alabama
$137
RF
117
Robinswood Financial
Washington
$136
PFBT
118
Parkside Financial Bank & Trust
Missouri
$70
SA
119
Scarborough Advisors
Maryland
$69
GSWM
120
Golden State Wealth Management
California
$68
NA
121
NewEdge Advisors
Louisiana
$68
PA
122
Parallel Advisors
California
$68 +$89 +2 New
UBS AM
123
UBS AM
Illinois
-$1.16M -28,134 Closed
Arrowstreet Capital
124
Arrowstreet Capital
Massachusetts
-$619K -15,021 Closed
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
-$524K -12,698 Closed

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.