We are live on ! Find out more
BNT

Brookfield Wealth Solutions

113 hedge funds and large institutions have $806M invested in Brookfield Wealth Solutions in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

1.37% more ownership

Funds ownership: 28.44%29.81% (+1.4%)

0% more funds holding

Funds holding: 113113 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

6% less capital invested

Capital invested by funds: $854M → $806M (-$47.8M)

87% less call options, than puts

Call options by funds: $81K | Put options by funds: $622K

Holders
113
Holders Change
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
25
Reduced
27
Closed
17
Calls
$81K
Puts
$622K
Net Calls
-$541K
Net Calls Change
-$408K
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$510M
BC
2
Brookfield Corp
Ontario, Canada
$56.1M
VCM
3
Vanguard Capital Management
Pennsylvania
$40.7M +$44.1M +979,685 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$35.6M -$857K -19,036 -2%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$29.7M -$1.58M -35,000 -5%
Principal Financial Group
6
Principal Financial Group
Iowa
$15M -$417K -9,268 -2%
VFT
7
Vanguard Fiduciary Trust
Pennsylvania
$13.4M +$14.6M +323,451 New
AIMCA
8
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.7M +$13.8M +307,050 New
MBI
9
Montrusco Bolton Investments
Quebec, Canada
$12.7M +$3.26M +72,434 +31%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$8.95M
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$7.87M +$2.24M +49,804 +35%
TCM
12
Tandem Capital Management
New Jersey
$6.23M -$184K -4,087 -3%
VGA
13
Vanguard Global Advisers
Pennsylvania
$4.88M +$5.29M +117,566 New
Legal & General Group
14
Legal & General Group
United Kingdom
$4.4M +$78.2K +1,736 +2%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$4.07M -$999K -22,178 -18%
Goldman Sachs
16
Goldman Sachs
New York
$3.71M +$471K +10,468 +13%
SIC
17
Schwartz Investment Counsel
Michigan
$3.62M
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$3.31M -$730K -16,220 -17%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$2.04M +$1.36M +30,233 +160%
Swiss National Bank
20
Swiss National Bank
Switzerland
$1.88M
CIBC World Market
21
CIBC World Market
Ontario, Canada
$1.85M -$114K -2,523 -5%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$1.85M -$1.29M -28,551 -39%
LIM
23
Leavell Investment Management
Alabama
$1.52M
PCP
24
Proficio Capital Partners
Massachusetts
$1.47M
SC
25
Searle & Co
Connecticut
$1.41M