Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brookfield Wealth Sol Ltd (BNT)

105 + 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
↓ -2
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — BNT

Based on 106 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 90% of 3.0Y peak

90% of all-time peak
106 funds currently hold this stock — 90% of the 3.0-year high of 118 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BNT is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

43 buying49 selling
Last quarter: 49 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 24 → 16 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 30% entered in last year

■ 4% conviction (2yr+) ■ 66% medium ■ 30% new
Only 4 funds (4%) 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.
➡️

Steady discovery — ~19 new funds/quarter

12 → 17 → 24 → 16 → 19 new funds/Q
New funds entering each quarter: 17 → 24 → 16 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 4% veterans, 39% new entrants

■ 4% veterans ■ 57% 1-2yr ■ 39% new
Of 108 current holders: 4 (4%) held 2+ years, 62 held 1–2 years, 42 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
22 of 106 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — BNT

In 2026 Q1, 43 hedge funds were net buyers of BNT (19 opened a new position, 24 added to an existing one), while 49 reduced or exited (28 trimmed, 21 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 106.

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

-- --

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

Is It Too Late to Buy Brookfield Wealth Sol Ltd (BNT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BNT 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 · 82d ago
BNT
+7.6%
XLF
+8.5%

BNT outperformed XLF by -0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BNT
-1.9%
XLF
+4.8%

Since the filing became public, BNT outperformed XLF by -6.7% .

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.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BNT
105 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 105 108 -2.78%
13F Shares 19M 19M 4.09%
Total Value $801M $855M -6.27%
New Positions 18 16 +2
Increased Positions 24 78 -54
Closed Positions 21 26 -5
Reduced Positions 27 11 +16
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: BNT

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

105 + investors

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

QUARTER:
Top 25 BNT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Partners Value Investments L.P. 5.46% 12,320,344 $510.1M
2 Tandem Capital Management Corp /Adv 3.12% 150,475 $6.2M
3 Searle & CO. 0.35% 33,980 $1.4M
4 Montrusco Bolton Investments INC. 0.19% 307,408 $12.7M
5 Broad Run Investment Management, LLC 0.17% 23,581 $976K
6 Schwartz Investment Counsel Inc 0.13% 87,398 $3.6M
7 Proficio Capital Partners LLC 0.08% 35,589 $1.5M
8 Alberta Investment Management Corp 0.08% 307,050 $12.7M
9 BROOKFIELD Corp /ON/ 0.08% 1,355,764 $56.1M
10 Leavell Investment Management, INC. 0.06% 36,786 $1.5M
11 Bank of Nova Scotia 0.05% 715,004 $29.7M
12 Ci Investments INC. 0.04% 190,208 $7.9M
13 Bruni J V & Co /Co 0.03% 7,005 $290K
14 Moerus Capital Management LLC 0.02% 1,187 $49K
15 Horizon Kinetics Asset Management LLC 0.01% 30,737 $1.3M
16 EverSource Wealth Advisors, LLC 0.01% 5,006 $353K
17 Ossiam 0.01% 14,444 $598K
18 Principal Financial Group Inc 0.01% 362,388 $15.0M
19 Nbc Securities, INC. 0.01% 2,544 $105K
20 Strategic Wealth Partners, Ltd. 0.01% 2,389 $99K
21 Royal Bank of Canada 0.01% 860,592 $35.6M
22 Canada Pension Plan Investment Board 0.01% 215,461 $8.9M
23 Mackenzie Financial Corp 0.00% 98,023 $4.1M
24 Toronto Dominion Bank 0.00% 80,017 $3.3M
25 XTX Topco Ltd 0.00% 5,562 $230K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 sellers than buyers — 47% buying: Last quarter: 49 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BNT holders?

Smaller funds dominant — 10% AUM from top-100: 22 of 106 holders rank in the top 100 by AUM, but together hold only 10% 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 — 30% entered in last year: Only 4 funds (4%) 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.

Is it too late to buy Brookfield Wealth Sol Ltd (BNT) following the 2026 Q1 hedge fund 13F filings?

As of today, BNT has moved -1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -6.7%. Since the quarter end (March 31, 2026), BNT has gained +7.6% vs +8.5% 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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