Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BRIGHTHOUSE FINL INC (BHF)

450 + 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
↑ +22
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BHF

Based on 427 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
427 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 — +15% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

211 buying203 selling
Last quarter: 211 funds bought or added vs 203 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.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new BHF position: 83 → 67 → 68 → 105. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new
268 out of 427 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.
💰

Price up while funds trimmed (+13% value, -8% shares)

Value
+13%
Shares
-7%
Last quarter: total value of institutional BHF holdings rose +13% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

55 → 83 → 67 → 68 → 105 new funds/Q
New funds entering each quarter: 83 → 67 → 68 → 105. A growing number of institutions are discovering BHF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 6% 1-2yr ■ 25% new
Of 450 current holders: 310 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
44 of 427 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 2 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: BHF
2026 Q1 Stats Unlock in 10 days 450 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 450 442 1.81%
13F Shares 53M 57M -7.76%
Total Value $3.43B $3.03B 12.97%
New Positions 108 77 +31
Increased Positions 125 143 -18
Closed Positions 95 77 +18
Reduced Positions 158 156 +2
Total Calls 14 28 -50.0%
Total Puts 14 18 -22.22%
PUT/CALL Ratio 1.0 0.64 Neutral

Statistics: BHF

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

450 + investors

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

Top 25 institutional holders of BHF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 M3F, Inc. 4.16% 280,000 $17K
2 KESTREL INVESTMENT MANAGEMENT CORP 3.23% 90,400 $5.4M
3 GRACE & WHITE INC /NY 1.98% 187,642 $11.2M
4 ALPINE ASSOCIATES MANAGEMENT INC. 1.60% 453,947 $27.2M
5 SYQUANT CAPITAL SAS 1.59% 169,868 $10K
6 GARDNER LEWIS ASSET MANAGEMENT L P 1.18% 91,014 $5.4M
7 Pinnacle Holdings, LLC 0.85% 43,923 $2.6M
8 Kapitalo Investimentos Ltda 0.76% 67,400 $4.0M
9 CREDIT INDUSTRIEL ET COMMERCIAL 0.64% 137,276 $8.2M
10 SUMMIT SECURITIES GROUP LLC 0.60% 80,500 $4.8M
11 Cannon Global Investment Management, LLC 0.58% 5,000 $299K
12 SUMMIT SECURITIES GROUP LLC 0.54% 73,400 $4.4M
13 Waterfront Wealth Inc. 0.41% 37,392 $2.2M
14 HENNESSY ADVISORS INC 0.32% 145,847 $8.7M
15 Oak Thistle LLC 0.24% 41,012 $2.5M
16 Kendall Capital Management 0.21% 17,351 $1.0M
17 FNY Investment Advisers, LLC 0.14% 5,180 —
18 Mint Tower Capital Management B.V. 0.13% 25,000 $1K
19 Jefferies Financial Group Inc. 0.12% 304,707 $18.2M
20 Fruth Investment Management 0.09% 6,350 —
21 Calamos Advisors LLC 0.08% 391,771 $23.5M
22 J.W. COLE ADVISORS, INC. 0.07% 34,647 $2.1M
23 BOS Asset Management, LLC 0.06% 4,129 $247K
24 Chemistry Wealth Management LLC 0.06% 5,710 $342K
25 JBF Capital, Inc. 0.04% 4,089 $245K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 51% buying: Last quarter: 211 funds bought or added vs 203 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 — 49% AUM from top-100 funds: 44 of 427 holders are among the 100 largest funds by AUM, controlling 49% 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?

63% of holders stayed for 2+ years: 268 out of 427 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.

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.