Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brighthouse Finl Inc (BHF)

465 + Investors. Track Smart Money conviction in BHF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — BHF

Based on 467 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BHF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
467 hedge funds hold BHF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

207 buying177 selling
Last quarter: 207 funds bought or added vs 177 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-40 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 68 → 68 → 108 → 68. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
271 out of 467 hedge funds have held BHF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +752% but shares only +5% — price-driven

Value
+752%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +752%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

87 → 68 → 68 → 108 → 68 new funds/Q
New funds entering each quarter: 68 → 68 → 108 → 68. A growing number of institutions are discovering BHF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 27% newcomers

■ 65% veterans ■ 7% 1-2yr ■ 27% new
Entry-cohort mix of 486 holders: 317 (65%) are 2+ year veterans, 36 entered 1–2 years ago, and 133 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 95% AUM from top-100 funds

95% from top-100 AUM funds
48 of 457 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in BHF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BHF

In 2026 Q1, 207 hedge funds were net buyers of BHF (68 opened a new position, 139 added to an existing one), while 177 reduced or exited (123 trimmed, 54 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 95% of total institutional value in BHF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 467.

Hedge Fund Ownership: BHF

How many hedge funds hold BHF — quarterly history vs. share price
Quarterly hedge fund ownership of BHF vs. share price

Market Analysis: BHF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Brighthouse Finl Inc (BHF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BHF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
BHF
+5.3%
XLF
+9.5%

BHF outperformed XLF by -4.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BHF
+0.8%
XLF
+5.8%

Since the filing became public, BHF outperformed XLF by -5.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 3 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: BHF
465 + Investors

Track Smart Money conviction in BHF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 465 453 2.65%
13F Shares 56M 53M 4.77%
Total Value $29.37B $3.45B 752.19%
New Positions 67 108 -41
Increased Positions 131 99 +32
Closed Positions 55 84 -29
Reduced Positions 115 126 -11
Total Calls 13 14 -7.14%
Total Puts 16 14 14.29%
PUT/CALL Ratio 1.23 1.0 Bearish

Statistics: BHF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

465 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BHF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DME Capital Management, LP 5.33% 2,842,100 $170.2M
2 Kestrel Investment Management Corp 3.23% 90,400 $5.4M
3 Nexpoint Asset Management, L.P. 2.32% 576,508 $34.5M
4 Kryger Capital LLC 2.13% 502,734 $30.1M
5 Grace & White Inc /Ny 1.98% 187,642 $11.2M
6 Equitec Proprietary Markets, LLC 1.68% 52,600 $3.1M
7 Alpine Associates Management INC. 1.60% 453,947 $27.2M
8 Rangeley Capital, LLC 1.45% 25,000 $1.5M
9 Prelude Capital Management, LLC 1.40% 305,482 $18.3M
10 Gardner Lewis Asset Management L P 1.18% 91,014 $5.4M
11 Yakira Capital Management, Inc. 0.86% 49,265 $2.9M
12 Highbridge Capital Management LLC 0.85% 438,372 $26.3M
13 Pinnacle Holdings, LLC 0.85% 43,923 $2.6M
14 AQR Arbitrage LLC 0.84% 849,755 $50.9M
15 Oddo Bhf Asset Management Sas 0.80% 340,000 $20.4M
16 Kintayl Capital LP 0.78% 25,064 $1.5M
17 Olympiad Research LP 0.76% 4,193 $251K
18 Kapitalo Investimentos Ltda 0.76% 67,400 $4.0M
19 Four Tree Island Advisory LLC 0.75% 24,981 $1.5M
20 Vazirani Asset Management LLC 0.69% 5,000 $299K
21 Credit Industriel Et Commercial 0.64% 137,276 $8.2M
22 NINE MASTS CAPITAL Ltd 0.61% 70,788 $4.2M
23 Summit Securities Group LLC 0.60% 80,500 $4.8M
24 Cannon Global Investment Management, LLC 0.58% 5,000 $299K
25 Soros Fund Management LLC 0.56% 846,794 $50.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Brighthouse Finl Inc (BHF)

What does the Smart Money Trend signal show for BHF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BHF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHF?

Slight buying edge — 54% buying: Last quarter: 207 funds bought or added vs 177 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BHF holders?

Elite ownership — 95% AUM from top-100 funds: 48 of 457 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in BHF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BHF?

58% of holders stayed for 2+ years: 271 out of 467 hedge funds have held BHF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Brighthouse Finl Inc (BHF) following the 2026 Q1 hedge fund 13F filings?

As of today, BHF has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -5.0%. Since the quarter end (March 31, 2026), BHF has gained +5.3% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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