BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

105 hedge funds and large institutions have $660M invested in Brookfield Wealth Solutions Ltd. 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
Holders
105
Holders Change
–
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
18
Reduced
27
Closed
8
Calls
$26K
Puts
$78K
Net Calls
-$52K
Net Calls Change
-$12K

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$4M
2
ClearBridge Investments
ClearBridge Investments
New York
+$3.32M
3
UBS Group
UBS Group
Switzerland
+$2.22M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
+$888K
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$864K

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$17.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.98M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$2.71M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.64M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$862K
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$429M – – –
BC
2
Brookfield Corp
Ontario, Canada
$47.2M -$17.6M -336,506 -27%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32M -$5.98M -114,671 -16%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$26.1M – – –
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$15.1M +$14.8K +284 +0.1%
Principal Financial Group
6
Principal Financial Group
Iowa
$14.7M -$828K -15,863 -5%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$13.4M -$2.71M -51,932 -17%
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$8.81M +$888K +16,990 +11%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$8.47M +$864K +16,543 +11%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$8.34M -$862K -16,517 -9%
TCM
11
Tandem Capital Management
New Jersey
$5.65M – – –
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$5.04M +$4M +76,511 +383%
SIC
13
Schwartz Investment Counsel
Michigan
$4.42M – – –
UBS Group
14
UBS Group
Switzerland
$3.44M +$2.22M +42,601 +182%
ClearBridge Investments
15
ClearBridge Investments
New York
$3.32M +$3.32M +63,700 New
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$2.74M +$113K +2,165 +4%
Goldman Sachs
17
Goldman Sachs
New York
$2.52M +$171K +3,283 +7%
NL
18
Nuveen LLC
North Carolina
$2.09M +$2.09M +953,687 New
TD Asset Management
19
TD Asset Management
Ontario, Canada
$2.06M +$35.9K +688 +2%
Swiss National Bank
20
Swiss National Bank
Switzerland
$1.99M -$26.1K -500 -1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.89M -$147K -2,806 -7%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$1.8M +$245K +4,680 +16%
TPM
23
Triasima Portfolio Management
Quebec, Canada
$1.62M -$727K -13,921 -31%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.42M -$118K -1,843 -8%
Bank of America
25
Bank of America
North Carolina
$1.41M -$196K -3,748 -12%
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