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BNT

Brookfield Wealth Solutions

123 hedge funds and large institutions have $844M invested in Brookfield Wealth Solutions in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

12% more funds holding

Funds holding: 110123 (+13)

11% more capital invested

Capital invested by funds: $759M → $844M (+$84.9M)

0.24% more ownership

Funds ownership: 42.38%42.62% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
23
Reduced
38
Closed
11
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$563M
BC
2
Brookfield Corp
Ontario, Canada
$61.9M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$40.1M -$104K -2,355 -0.3%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34.3M -$709 -16 -0%
Principal Financial Group
5
Principal Financial Group
Iowa
$19.2M +$274K +6,177 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.2M +$16.6M +373,761 +1,507%
MBI
7
Montrusco Bolton Investments
Quebec, Canada
$9.22M -$14.5K -327 -0.2%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$7.47M -$3.83M -86,536 -35%
TCM
9
Tandem Capital Management
New Jersey
$7.33M -$66.2K -1,494 -0.9%
Goldman Sachs
10
Goldman Sachs
New York
$7.17M +$3.31M +74,625 +91%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$6.61M
CI Investments Inc
12
CI Investments Inc
Ontario, Canada
$6.59M -$3.62M -81,611 -36%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$5.15M -$3.99K -90 -0.1%
Legal & General Group
14
Legal & General Group
United Kingdom
$5.15M +$822K +18,552 +20%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$4.75M -$2.84M -64,164 -38%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$4.64M +$580K +13,099 +15%
UBS Group
17
UBS Group
Switzerland
$3.7M +$57.7K +1,302 +2%
SIC
18
Schwartz Investment Counsel
Michigan
$3.64M -$2.09M -47,283 -37%
ClearBridge Investments
19
ClearBridge Investments
New York
$2.85M -$53.5K -1,208 -1%
Swiss National Bank
20
Swiss National Bank
Switzerland
$2.63M +$53.2K +1,200 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.41M +$968K +21,858 +103%
O
22
Ossiam
France
$2.22M +$2.15M +48,531 New
TPM
23
Triasima Portfolio Management
Quebec, Canada
$1.72M +$7.97K +180 +0.5%
LIM
24
Leavell Investment Management
Alabama
$1.68M -$99.7K -2,250 -6%
PCP
25
Proficio Capital Partners
Massachusetts
$1.62M

BNT Hedge Fund Activity: Q3 2025 in Review

123 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q3 2025, worth a combined $844M — up 11% from $759M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BNT positions and 11 closed out — a net gain of 13 holders — while 23 added to existing stakes and 38 trimmed.

The largest buyer was Vanguard Group, adding an estimated $16.6M. The largest seller was National Bank of Canada, cutting an estimated $4.67M.

  • 123 institutional investors held Brookfield Wealth Solutions (BNT) as of Q3 2025, up from 110 in Q2 2025.
  • Funds reported $844M of Brookfield Wealth Solutions stock for Q3 2025, up 11% quarter-over-quarter.
  • 24 funds opened new Brookfield Wealth Solutions positions in Q3 2025 and 11 closed out, a net change of +13 holders.
  • The largest Brookfield Wealth Solutions buyer in Q3 2025 was Vanguard Group, an estimated $16.6M added.
  • The largest Brookfield Wealth Solutions seller in Q3 2025 was National Bank of Canada, an estimated $4.67M sold.

Based on aggregated 13F filings for Q3 2025.