Brookfield Wealth Solutions
116 hedge funds and large institutions have $821M invested in Brookfield Wealth Solutions in 2026 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
15% more call options, than puts
Call options by funds: $30K | Put options by funds: $26K
3% more funds holding
Funds holding: 113 → 116 (+3)
2% more capital invested
Capital invested by funds: $806M → $821M (+$14.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.43% less ownership
Funds ownership: 29.81% → 29.38% (-0.43%)
34% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.62M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.78M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.08M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$1.57M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$12.7M |
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
-$9.08M |
| 3 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$5.75M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$5.73M |
| 5 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
-$3.95M |
BNT Hedge Fund Activity: Q2 2026 in Review
116 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2026, worth a combined $821M — up 1.8% from $806M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BNT positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 38 trimmed.
The largest buyer was UBS Group, adding an estimated $3.62M. The largest seller was Alberta Investment Management Corp (AIMCo), exiting entirely with an estimated $12.7M sold.
- 116 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2026, up from 113 in Q1 2026.
- Funds reported $821M of Brookfield Wealth Solutions stock for Q2 2026, up 1.8% quarter-over-quarter.
- 17 funds opened new Brookfield Wealth Solutions positions in Q2 2026 and 12 closed out, a net change of +5 holders.
- The largest Brookfield Wealth Solutions buyer in Q2 2026 was UBS Group, an estimated $3.62M added.
- The largest Brookfield Wealth Solutions seller in Q2 2026 was Alberta Investment Management Corp (AIMCo), an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2026.