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.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
12% more funds holding
Funds holding: 110 → 123 (+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: 2 → 2 (0)
39% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.6M |
| 2 |
Goldman Sachs
New York
|
+$3.31M |
| 3 |
O
Ossiam
Paris,
France
|
+$2.15M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$968K |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$822K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$4.67M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$3.83M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$3.62M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$2.84M |
| 5 |
Millennium Management
New York
|
-$2.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
AllianceBernstein
Nashville,
Tennessee
| – | -$363K | -8,802 | Closed |
|
|
SSA
127
Schonfeld Strategic Advisors
New York
| – | -$266K | -6,455 | Closed |
|
|
WT
128
Whittier Trust
South Pasadena,
California
| – | -$46K | -1,116 | Closed |
|
129
Group One Trading
Chicago,
Illinois
| – | -$19.9K | -450 | Closed |
|
130
Raymond James Financial
St Petersburg,
Florida
| – | -$16.5K | -401 | Closed |
|
|
NC
131
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$2.78K | -68 | Closed |
|
|
CA
132
Clearstead Advisors
Cleveland,
Ohio
| – | -$309 | -8 | Closed |
|
|
MCM
133
Manchester Capital Management
Manchester,
Vermont
| – | -$124 | -3 | 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.