Brookfield Wealth Solutions
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.
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
Top Buyers
Top Sellers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.28M |
| 2 |
Goldman Sachs
New York
|
-$3.55M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$3.07M |
| 4 |
ClearBridge Investments
New York
|
-$2.85M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
DZ Bank
Frankfurt Am Main,
Germany
| – | -$3.63K | -80 | Closed |
|
|
ASN
127
Advisory Services Network
Atlanta,
Georgia
| – | -$548 | -12 | Closed |
|
|
BIA
128
Bell Investment Advisors
Oakland,
California
| – | -$480 | -11 | Closed |
|
|
NC
129
North Capital
Salt Lake City,
Utah
| – | -$205 | -5 | Closed |
|
|
HNB
130
Hilltop National Bank
Casper,
Wyoming
| – | -$137 | -3 | Closed |
|
|
PA
131
Parallel Advisors
San Francisco,
California
| – | -$68 | -2 | Closed |
|
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.