BNT

Brookfield Wealth Solutions

105 hedge funds and large institutions have $660M invested in Brookfield Wealth Solutions in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

12% less capital invested

Capital invested by funds: $749M → $660M (-$89.1M)

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

67% less call options, than puts

Call options by funds: $26K | Put options by funds: $78K

Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26K
Puts
$78K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$429M
BC
2
Brookfield Corp
Ontario, Canada
$47.2M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32M
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$26.1M
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$15.1M
Principal Financial Group
6
Principal Financial Group
Iowa
$14.7M
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$13.4M
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$8.81M
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$8.47M
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$8.34M
TCM
11
Tandem Capital Management
New Jersey
$5.65M
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$5.04M
SIC
13
Schwartz Investment Counsel
Michigan
$4.42M
UBS Group
14
UBS Group
Switzerland
$3.44M
ClearBridge Investments
15
ClearBridge Investments
New York
$3.32M
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$2.74M
Goldman Sachs
17
Goldman Sachs
New York
$2.52M
NL
18
Nuveen LLC
North Carolina
$2.09M
TD Asset Management
19
TD Asset Management
Ontario, Canada
$2.06M
Swiss National Bank
20
Swiss National Bank
Switzerland
$1.99M
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.89M
CIBC World Market
22
CIBC World Market
Ontario, Canada
$1.8M
TPM
23
Triasima Portfolio Management
Quebec, Canada
$1.62M
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.42M
Bank of America
25
Bank of America
North Carolina
$1.41M