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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
PP
101
Pacifica Partners
Canada
$290 -$90 -2 -22%
SS
102
Sunbelt Securities
Texas
$248
AssetMark Inc
103
AssetMark Inc
California
$248 +$270 +6 New
FGA
104
Fortis Group Advisors
New Jersey
$124
OC
105
Oakworth Capital
Alabama
$124
RF
106
Robinswood Financial
Washington
$124
PFBT
107
Parkside Financial Bank & Trust
Missouri
$42
SA
108
Scarborough Advisors
Maryland
$42
GSWM
109
Golden State Wealth Management
California
$41
NA
110
NewEdge Advisors
Louisiana
$41
NRG
111
Nemes Rush Group
Michigan
$41 +$45 +1 New
RFP
112
Root Financial Partners
California
$41 +$45 +1 New
Norges Bank
113
Norges Bank
Norway
-$9.75M -211,689 Closed
TPM
114
Triasima Portfolio Management
Quebec, Canada
-$1.77M -38,329 Closed
SAG
115
Susquehanna Advisors Group
Pennsylvania
-$738K -16,066 Closed
Point72 Asset Management
116
Point72 Asset Management
Connecticut
-$456K -9,902 Closed
Amundi
117
Amundi
France
-$406K -8,846 Closed
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
-$310K -6,756 Closed
AWA
119
Arkadios Wealth Advisors
Georgia
-$231K -5,029 Closed
PP
120
PDT Partners
New York
-$230K -5,014 Closed
WA
121
Waverly Advisors
Alabama
-$217K -4,728 Closed
BCM
122
Becker Capital Management
Oregon
-$217K -4,725 Closed
Pictet Asset Management
123
Pictet Asset Management
Switzerland
-$213K -4,614 Closed
PFA
124
Pettinga Financial Advisors
Indiana
-$207K -4,500 Closed
TWC
125
The Woodbridge Company
Ontario, Canada
-$140K -3,051 Closed