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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
PP
101
Pacifica Partners
Canada
$393 -$137 -3 -25%
Citigroup
102
Citigroup
New York
$276 -$54.1K -1,187 -99%
SS
103
Sunbelt Securities
Texas
$276 – – –
FFA
104
Farther Finance Advisors
California
$184 -$319 -7 -64%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$184 +$182 +4 New
FGA
106
Fortis Group Advisors
New Jersey
$138 – – –
OC
107
Oakworth Capital
Alabama
$138 – – –
RF
108
Robinswood Financial
Washington
$137 – – –
PFBT
109
Parkside Financial Bank & Trust
Missouri
$47 -$46 -1 -50%
GSWM
110
Golden State Wealth Management
California
$46 -$46 -1 -50%
NA
111
NewEdge Advisors
Louisiana
$46 -$46 -1 -50%
SA
112
Scarborough Advisors
Maryland
$46 -$46 -1 -50%
ClearBridge Investments
113
ClearBridge Investments
New York
– -$2.85M -93,618 Closed
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
– -$498K -10,919 Closed
TI
115
Trexquant Investment
Connecticut
– -$414K -9,060 Closed
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
– -$316K -6,927 Closed
Two Sigma Advisers
117
Two Sigma Advisers
New York
– -$281K -6,150 Closed
Millennium Management
118
Millennium Management
New York
– -$248K -5,427 Closed
Allianz Asset Management
119
Allianz Asset Management
Germany
– -$224K -4,899 Closed
CIBC Asset Management
120
CIBC Asset Management
Ontario, Canada
– -$216K -4,730 Closed
AG
121
Algert Global
California
– -$200K -4,389 Closed
AIM
122
Aigen Investment Management
New York
– -$213K -3,350 Closed
LM
123
Lincluden Management
Ontario, Canada
– -$65K -1,439 Closed
WANY
124
Wealthspire Advisors (New York)
New York
– -$48.9K -1,071 Closed
BTI
125
Blue Trust Inc
Georgia
– -$11.6K -255 Closed
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.