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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
TRCT
126
Tower Research Capital (TRC)
New York
-$123K -2,671 Closed
US Bancorp
127
US Bancorp
Minnesota
-$919 -20 Closed
FHA
128
Flagship Harbor Advisors
Massachusetts
-$460 -10 Closed
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
-$184 -4 Closed