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BNT

Brookfield Wealth Solutions

110 hedge funds and large institutions have $759M invested in Brookfield Wealth Solutions in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $660M → $759M (+$99M)

3% more funds holding

Funds holding: 107110 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more call options, than puts

Call options by funds: $19K | Put options by funds: $19K

4.42% less ownership

Funds ownership: 46.8%42.38% (-4.4%)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.45%
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
11
Calls
$19K
Puts
$19K
Net Calls
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
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 -$1.41M -38,181 -4%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$30.9M
Principal Financial Group
5
Principal Financial Group
Iowa
$17M -$334K -9,026 -2%
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$10.3M +$260K +7,008 +3%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$9.31M -$511K -13,800 -6%
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$8.31M -$1.89M -50,964 -20%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$6.92M +$4.03M +108,903 +184%
TCM
10
Tandem Capital Management
New Jersey
$6.68M -$8.89K -240 -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 -$10.1M -272,823 -71%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$4.65M -$11.8M -319,563 -74%
ClearBridge Investments
15
ClearBridge Investments
New York
$3.91M -$26.8K -724 -0.8%
Legal & General Group
16
Legal & General Group
United Kingdom
$3.87M +$2.79M +75,345 +401%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$3.65M +$366K +9,888 +13%
Goldman Sachs
18
Goldman Sachs
New York
$3.39M +$361K +9,748 +13%
UBS Group
19
UBS Group
Switzerland
$3.28M -$717K -19,366 -20%
Millennium Management
20
Millennium Management
New York
$2.62M +$2.36M +63,603 New
Swiss National Bank
21
Swiss National Bank
Switzerland
$2.31M -$33.3K -900 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2.23M
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.06M -$59.1K -1,597 -3%
LIM
24
Leavell Investment Management
Alabama
$1.61M
TPM
25
Triasima Portfolio Management
Quebec, Canada
$1.54M -$329K -8,894 -19%

BNT Hedge Fund Activity: Q2 2025 in Review

110 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2025, worth a combined $759M — up 15% from $660M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BNT positions and 11 closed out — a net gain of 6 holders — while 18 added to existing stakes and 30 trimmed.

The largest buyer was TD Asset Management, adding an estimated $4.03M. The largest seller was Nuveen, cutting an estimated $52.1M.

  • 110 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $759M of Brookfield Wealth Solutions stock for Q2 2025, up 15% quarter-over-quarter.
  • 17 funds opened new Brookfield Wealth Solutions positions in Q2 2025 and 11 closed out, a net change of +6 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2025 was TD Asset Management, an estimated $4.03M added.
  • The largest Brookfield Wealth Solutions seller in Q2 2025 was Nuveen, an estimated $52.1M sold.

Based on aggregated 13F filings for Q2 2025.