Brighthouse Financial, Inc.: which funds bought and sold

Institutions that bought and sold Brighthouse Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 176 institutions that filed 13F reports for both quarters added to or opened positions in Brighthouse Financial, and 169 cut or closed them. Together they sold a net 803K shares, −1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 94K shares (+0.7%); index fund managers were net buyers of 293K shares (+1.9%). 49 opened a new position and 45 sold out entirely.

Bought, Q2 2026 176 institutions, 49 of them new holders Sold, Q2 2026 169 institutions, 45 of them sold out

Net change, all compared −803K shares (−1.5%)

Net change, active managers +94K shares (+0.7%), 22 bought, 20 sold

Buyers versus sellers

institutions compared, 499

176 bought 154 169 sold

Active managers and hedge funds 22 bought · 20 sold · +94K

Index fund managers 7 bought · 3 sold · +293K

Other institutions 147 bought · 146 sold · −1.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Morgan Stanley	+591K +45.9%	1.9M	$119M
Qube Research & Technologies Ltd Hedge fund	+576K +484.2%	695K	$44M
UBS Group AG	+466K +12.5%	4.2M	$266M
HSBC Holdings PLC	+322K +59.4%	865K	$54.9M
Soros Fund Management LLC Hedge fund	+269K +31.8%	1.1M	$70.7M
Kryger Capital LLC	+267K +53.1%	770K	$48.7M
Two Sigma Investments, LP Hedge fund	+229K +1400.4%	245K	$15.5M
Man Group PLC Hedge fund	+176K New position	176K	$11.2M
State Street Corp Index funds	+144K +7.4%	2.1M	$132M
Citadel Advisors LLC Hedge fund	+131K +974.0%	144K	$9.1M
Natixis	+129K +169.3%	205K	$13M
Blackrock, Inc. Index funds	+121K +2.3%	5.4M	$341M
Mizuho Markets Americas LLC	+100K New position	100K	$6.3M
Murchinson Ltd.	+100K +2673.8%	104K	$6.6M
National Bank Of Canada	+100K New position	100K	$6.3M
Quantinno Capital Management LP	+99K +52.9%	286K	$18.1M
Alliancebernstein L.P. Active manager	+89K +10.7%	923K	$55.3M
Dimensional Fund Advisors LP	+79K +2.2%	3.6M	$230M
AQR Arbitrage LLC	+78K +9.1%	927K	$58.7M
Goldman Sachs Group Inc	+73K +11.1%	727K	$46M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+576K +484.2%	695K	$44M
Soros Fund Management LLC Hedge fund	+269K +31.8%	1.1M	$70.7M
Two Sigma Investments, LP Hedge fund	+229K +1400.4%	245K	$15.5M
Man Group PLC Hedge fund	+176K New position	176K	$11.2M
Citadel Advisors LLC Hedge fund	+131K +974.0%	144K	$9.1M
Alliancebernstein L.P. Active manager	+89K +10.7%	923K	$55.3M
Highbridge Capital Management LLC Hedge fund	+65K +14.8%	503K	$32M
American Century Companies Inc Active manager	+61K +2.4%	2.7M	$168M
Marshall Wace, LLP Hedge fund	+58K +37.2%	214K	$13.6M
Tudor Investment Corp Et Al Hedge fund	+27K +156.0%	45K	$2.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Glazer Capital, LLC	−2.1M −89.1%	261K	$16.5M
Millennium Management LLC Hedge fund	−308K −20.2%	1.2M	$77.1M
M3F, Inc.	−280K Sold out	0	—
Healthcare Of Ontario Pension Plan Trust Fund	−225K −35.0%	418K	$26.5M
AQR Capital Management LLC Hedge fund	−208K −73.3%	76K	$4.8M
Hudson Bay Capital Management LP Hedge fund	−203K Sold out	0	—
Franklin Resources Inc Active manager	−202K −26.2%	571K	$36.1M
HBK Investments L P Hedge fund	−200K Sold out	0	—
Invesco Ltd.	−167K −40.3%	248K	$15.7M
First Trust Advisors LP	−152K −42.8%	204K	$12.9M
Mufg Securities Emea PLC	−147K −93.1%	11K	$694,844
Hennessy Advisors Inc	−146K Sold out	0	—
Adage Capital Partners Gp, L.L.C. Hedge fund	−125K −58.1%	90K	$5.7M
SG Americas Securities, LLC	−121K −87.6%	17K	$1.1M
Brevan Howard Capital Management LP Hedge fund	−121K Sold out	0	—
Amundi	−118K −96.1%	4,841	$306,435
Winton Group Ltd Hedge fund	−106K −73.8%	38K	$2.4M
Balyasny Asset Management L.P. Hedge fund	−100K −27.3%	265K	$16.8M
Jpmorgan Chase & Co	−96K −52.7%	86K	$5.6M
Tidal Investments LLC	−66K −53.0%	59K	$3.7M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−308K −20.2%	1.2M	$77.1M
AQR Capital Management LLC Hedge fund	−208K −73.3%	76K	$4.8M
Hudson Bay Capital Management LP Hedge fund	−203K Sold out	0	—
Franklin Resources Inc Active manager	−202K −26.2%	571K	$36.1M
HBK Investments L P Hedge fund	−200K Sold out	0	—
Adage Capital Partners Gp, L.L.C. Hedge fund	−125K −58.1%	90K	$5.7M
Brevan Howard Capital Management LP Hedge fund	−121K Sold out	0	—
Winton Group Ltd Hedge fund	−106K −73.8%	38K	$2.4M
Balyasny Asset Management L.P. Hedge fund	−100K −27.3%	265K	$16.8M
Grantham, Mayo, Van Otterloo & Co. LLC Active manager	−22K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Man Group PLCHedge fund	176K	$11.2M
Mizuho Markets Americas LLC	100K	$6.3M
National Bank Of Canada	100K	$6.3M
Bank Of Nova Scotia	53K	$3.4M
P Schoenfeld Asset Management LP	36K	$2.3M
Dld Asset Management, LP	35K	$2.2M
Maven Securities Ltd	30K	$1.9M
Tokio Marine Asset Management Co Ltd	28K	$1.8M
Mariner Investment Group LLC	25K	$1.6M
Point72 Asset Management, L.P.Hedge fund	17K	$1.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
M3F, Inc.	280K	$16.8M
Hudson Bay Capital Management LPHedge fund	203K	$12.1M
HBK Investments L PHedge fund	200K	$12M
Hennessy Advisors Inc	146K	$8.7M
Brevan Howard Capital Management LPHedge fund	121K	$7.2M
Canada Pension Plan Investment Board	59K	$3.5M
HRT Financial LP	58K	$3.5M
Dynamic Technology Lab Private Ltd	44K	$2.6M
Oak Thistle LLC	41K	$2.5M
Nomura Holdings Inc	30K	$1.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 466
Ten largest holders: 55.2%
Index fund managers: 29.3%
Active managers and hedge funds: 25.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	22	20	5	4	+94K	+0.7%
Index fund managers	7	3	0	0	+293K	+1.9%
Other institutions	147	146	44	41	−1.2M	−4.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Brighthouse Financial.

Only managers that filed a holdings report for both quarters are compared (499 here). 21 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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