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.
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: 113 → 113 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (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
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
126
Tower Research Capital (TRC)
New York
| – | -$123K | -2,671 | Closed |
|
127
US Bancorp
Minneapolis,
Minnesota
| – | -$919 | -20 | Closed |
|
|
FHA
128
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$460 | -10 | Closed |
|
129
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$184 | -4 | Closed |
|
BNT Hedge Fund Activity: Q1 2026 in Review
113 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2026, worth a combined $806M — down 5.6% from $854M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BNT positions and 17 closed out — a net gain of 4 holders — while 25 added to existing stakes and 27 trimmed.
The largest buyer was Alberta Investment Management Corp (AIMCo), opening a new position worth an estimated $13.8M. The largest seller was Triasima Portfolio Management, exiting entirely with an estimated $1.77M sold.
- 113 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $806M of Brookfield Wealth Solutions stock for Q1 2026, down 5.6% quarter-over-quarter.
- 21 funds opened new Brookfield Wealth Solutions positions in Q1 2026 and 17 closed out, a net change of +4 holders.
- The largest Brookfield Wealth Solutions buyer in Q1 2026 was Alberta Investment Management Corp (AIMCo), an estimated $13.8M added.
- The largest Brookfield Wealth Solutions seller in Q1 2026 was Triasima Portfolio Management, an estimated $1.77M sold.
Based on aggregated 13F filings for Q1 2026.