Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brookfield Wealth Sol Ltd (BNT)

112 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — BNT

Based on 112 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BNT 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
112 funds currently hold this stock — 94% of the 3.0-year high of 119 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 (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

44 buying53 selling
Last quarter: 53 funds reduced or exited vs 44 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 — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 16 → 20 → 20. 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 — ~20 new funds/quarter

18 → 24 → 16 → 20 → 20 new funds/Q
New funds entering each quarter: 24 → 16 → 20 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 4% veterans, 38% new entrants

■ 4% veterans ■ 59% 1-2yr ■ 38% new
Of 112 current holders: 4 (4%) held 2+ years, 66 held 1–2 years, 42 (38%) 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
30 of 112 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.
3.7
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 — BNT

In 2026 Q2, 44 hedge funds were net buyers of BNT (20 opened a new position, 24 added to an existing one), while 53 reduced or exited (38 trimmed, 15 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 112.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: BNT
112 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 112 107 4.67%
13F Shares 19M 19M -1.23%
Total Value $817M $801M 1.9%
New Positions 20 20 -
Increased Positions 24 24 -
Closed Positions 15 22 -7
Reduced Positions 38 27 +11
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: BNT

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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

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Institutional Holders (2026 Q2)

112 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Partners Value Investments L.P. 5.37% 12,320,344 $525.6M
2 Tandem Capital Management Corp /Adv 2.68% 149,575 $6.4M
3 Searle & CO. 0.33% 33,980 $1.4M
4 Broad Run Investment Management, LLC 0.15% 23,581 $1.0M
5 Schwartz Investment Counsel Inc 0.13% 90,954 $3.9M
6 Montrusco Bolton Investments INC. 0.12% 179,200 $7.6M
7 BROOKFIELD Corp /ON/ 0.08% 1,355,764 $57.8M
8 Leavell Investment Management, INC. 0.06% 35,909 $1.5M
9 Proficio Capital Partners LLC 0.05% 35,589 $1.5M
10 Bank of Nova Scotia 0.05% 750,004 $32.0M
11 Bruni J V & Co /Co 0.03% 6,828 $291K
12 Moerus Capital Management LLC 0.02% 1,187 $51K
13 Horizon Kinetics Asset Management LLC 0.01% 30,730 $1.3M
14 Ci Investments INC. 0.01% 62,304 $2.7M
15 Lanark Financial, INC. 0.01% 2,542 $108K
16 Principal Financial Group Inc 0.01% 347,428 $14.8M
17 Mackenzie Financial Corp 0.01% 106,909 $6.5M
18 Cornerstone Financial Management LLC 0.01% 188 $8K
19 Strategic Wealth Partners, Ltd. 0.01% 2,389 $102K
20 Canada Pension Plan Investment Board 0.01% 244,096 $10.4M
21 Royal Bank of Canada 0.01% 859,918 $36.7M
22 Becker Capital Management Inc 0.01% 4,725 $202K
23 XTX Topco Ltd 0.00% 7,266 $310K
24 Ossiam 0.00% 6,692 $285K
25 Toronto Dominion Bank 0.00% 76,416 $3.3M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BNT 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 BNT?

More sellers than buyers — 45% buying: Last quarter: 53 funds reduced or exited vs 44 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 — 14% AUM from top-100: 30 of 112 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 — 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.

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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