BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

109 hedge funds and large institutions have $759M invested in Brookfield Wealth Solutions Ltd. in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
18
Reduced
30
Closed
10
Calls
$19K
Puts
$19K
Net Calls
–
Net Calls Change
+$52K

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$6.92M
2
Legal & General Group
Legal & General Group
United Kingdom
$3.87M
3
Millennium Management
Millennium Management
New York
$2.62M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$524K
5
Citadel Advisors
Citadel Advisors
Florida
$413K

Top Sellers

1
NL
Nuveen LLC
North Carolina
$999K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.65M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$4.67M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
$8.31M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$507M – – –
BC
2
Brookfield Corp
Ontario, Canada
$55.8M – – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$36.3M -$1.57M -25,454 -4%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$30.9M – – –
Principal Financial Group
5
Principal Financial Group
Iowa
$17M -$372K -6,017 -2%
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$10.3M +$288K +4,672 +3%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$9.31M -$568K -9,200 -6%
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$8.31M -$2.1M -33,976 -20%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$6.92M +$4.48M +72,602 +184%
TCM
10
Tandem Capital Management
New Jersey
$6.68M -$9.89K -160 -0.1%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$5.97M – – –
SIC
12
Schwartz Investment Counsel
Michigan
$5.23M – – –
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$4.67M -$11.2M -181,882 -71%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$4.65M -$13.2M -213,042 -74%
ClearBridge Investments
15
ClearBridge Investments
New York
$3.91M -$29.8K -483 -0.8%
Legal & General Group
16
Legal & General Group
United Kingdom
$3.87M +$3.1M +50,230 +401%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$3.65M +$408K +6,592 +13%
Goldman Sachs
18
Goldman Sachs
New York
$3.39M +$402K +6,499 +13%
UBS Group
19
UBS Group
Switzerland
$3.28M -$798K -12,911 -20%
Millennium Management
20
Millennium Management
New York
$2.62M +$2.62M +42,402 New
Swiss National Bank
21
Swiss National Bank
Switzerland
$2.31M -$36.9K -600 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2.23M – – –
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.06M -$65.9K -1,065 -3%
LIM
24
Leavell Investment Management
Alabama
$1.61M – – –
TPM
25
Triasima Portfolio Management
Quebec, Canada
$1.54M -$366K -5,929 -19%
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