Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BROOKFIELD WEALTH SOL LTD (BNT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
72%

Smart Money Signals — BNT

Based on 106 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BNT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
106 funds currently hold this stock — 92% of the 3.0-year high of 115 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

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

fund count last 6Q
+7 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.
🟢

More buyers than sellers — 72% buying

92 buying36 selling
Last quarter: 92 funds were net buyers (16 opened a brand new position + 76 added to an existing one). Only 36 were sellers (11 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 17 → 23 → 16. 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.
🔄

Mostly new holders — 28% entered in last year

■ 5% conviction (2yr+) ■ 67% medium ■ 28% new
Only 5 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +51%, value +1%

Value
+1%
Shares
+50%
Last quarter: funds added +51% more shares while total portfolio value only changed +1%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

12 → 12 → 17 → 23 → 16 new funds/Q
New funds entering each quarter: 12 → 17 → 23 → 16. A growing number of institutions are discovering BNT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 5% veterans, 39% new entrants

■ 5% veterans ■ 56% 1-2yr ■ 39% new
Of 108 current holders: 5 (5%) held 2+ years, 61 held 1–2 years, 42 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
20 of 106 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: BNT

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

Market Analysis: BNT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BNT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BNT
2026 Q1 Stats Unlock in 19 days 108 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 108 115 -6.09%
13F Shares 19M 12M 50.52%
Total Value $854M $843M 1.37%
New Positions 18 23 -5
Increased Positions 76 22 +54
Closed Positions 25 13 +12
Reduced Positions 11 36 -25
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: BNT

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

108 + investors

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

Top 18 institutional holders of BNT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TANDEM CAPITAL MANAGEMENT CORP /ADV 3.12% 150,475 $6.2M
2 MONTRUSCO BOLTON INVESTMENTS INC. 0.19% 307,408 $12.7M
3 Alberta Investment Management Corp 0.08% 307,050 $12.7M
4 NBC SECURITIES, INC. 0.01% 2,544 $105K
5 Sequoia Financial Advisors, LLC 0.00% 14,562 $603K
6 Farther Finance Advisors, LLC 0.00% 3,003 $126K
7 SIGNATUREFD, LLC 0.00% 1,004 $42K
8 LOUISBOURG INVESTMENTS INC. 0.00% 53 $2K
9 Investment Research & Advisory Group, Inc. 0.00% 22 —
10 Pacifica Partners Inc. 0.00% 7 —
11 Sterling Capital Management LLC 0.00% 117 $5K
12 Physician Wealth Advisors, Inc. 0.00% 12 —
13 PRIVATE TRUST CO NA 0.00% 15 —
14 Quent Capital, LLC 0.00% 16 —
15 Oakworth Capital, Inc. 0.00% 3 —
16 Golden State Wealth Management, LLC 0.00% 1 —
17 Nemes Rush Group LLC 0.00% 1 —
18 Root Financial Partners, LLC 0.00% 1 —
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 — BROOKFIELD WEALTH SOL LTD (BNT)

What does the Smart Money Trend signal show for BNT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BNT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BNT?

More buyers than sellers — 72% buying: Last quarter: 92 funds were net buyers (16 opened a brand new position + 76 added to an existing one). Only 36 were sellers (11 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BNT holders?

Smaller funds dominant — 14% AUM from top-100: 20 of 106 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BNT?

Mostly new holders — 28% entered in last year: Only 5 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.