Brookfield Wealth Solutions Ltd.: which funds bought and sold
Institutions that bought and sold Brookfield Wealth Solutions 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, 40 institutions that filed 13F reports for both quarters added to or opened positions in Brookfield Wealth Solutions, and 50 cut or closed them. Together they sold a net 602K shares, −3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 54K shares (+57.0%); index fund managers were net sellers of 284K shares (−21.1%). 15 opened a new position and 12 sold out entirely.
Bought, Q2 2026 40 institutions, 15 of them new holders Sold, Q2 2026 50 institutions, 12 of them sold out
Net change, all compared −602K shares (−3.1%)
Net change, active managers +54K shares (+57.0%), 5 bought, 3 sold
Buyers versus sellers
40 bought 32 50 sold
Active managers and hedge funds 5 bought · 3 sold · +54K
Index fund managers 3 bought · 2 sold · −284K
Other institutions 32 bought · 45 sold · −373K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| UBS Group AG | +81K +410.5% | 100K | $4.3M |
| Dimensional Fund Advisors LP | +62K New position | 62K | $2.6M |
| Bank Of Montreal | +46K +94.4% | 95K | $4.1M |
| Bank Of Nova Scotia | +35K +4.9% | 750K | $32M |
| Canada Pension Plan Investment Board | +29K +13.3% | 244K | $10.4M |
| Jpmorgan Chase & Co | +29K +468.2% | 35K | $1.5M |
| D. E. Shaw & Co., Inc. Hedge fund | +27K New position | 27K | $1.1M |
| Two Sigma Investments, LP Hedge fund | +19K +185.0% | 29K | $1.2M |
| Morgan Stanley | +11K +38.9% | 41K | $1.7M |
| Point72 Asset Management, L.P. Hedge fund | +11K New position | 11K | $465,966 |
| CIBC World Market Inc. | +10K +23.3% | 55K | $2.3M |
| Mackenzie Financial Corp | +8,886 +9.1% | 107K | $6.5M |
| Amundi | +6,563 New position | 6,563 | $279,978 |
| Millennium Management LLC Hedge fund | +4,846 New position | 4,846 | $206,210 |
| Blackrock, Inc. Index funds | +4,792 +21.4% | 27K | $1.2M |
| Waverly Advisors, LLC | +4,728 New position | 4,728 | $201,696 |
| Becker Capital Management Inc | +4,725 New position | 4,725 | $201,569 |
| Schwartz Investment Counsel Inc | +3,556 +4.1% | 91K | $3.9M |
| TD Asset Management Inc | +2,046 +4.6% | 47K | $2M |
| Xtx Topco Ltd | +1,704 +30.6% | 7,266 | $309,968 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D. E. Shaw & Co., Inc. Hedge fund | +27K New position | 27K | $1.1M |
| Two Sigma Investments, LP Hedge fund | +19K +185.0% | 29K | $1.2M |
| Point72 Asset Management, L.P. Hedge fund | +11K New position | 11K | $465,966 |
| Millennium Management LLC Hedge fund | +4,846 New position | 4,846 | $206,210 |
| Trexquant Investment LP Hedge fund | +2 0.0% | 11K | $451,471 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Alberta Investment Management Corp | −307K Sold out | 0 | — |
| Vanguard Capital Management LLC Index funds | −202K −20.7% | 777K | $33.1M |
| Montrusco Bolton Investments Inc. | −128K −41.7% | 179K | $7.6M |
| CI Investments Inc. | −128K −67.2% | 62K | $2.7M |
| Vanguard Fiduciary Trust Co Index funds | −88K −27.2% | 235K | $10M |
| Vanguard Global Advisers, LLC | −30K −25.4% | 88K | $3.7M |
| Principal Financial Group Inc | −15K −4.1% | 347K | $14.8M |
| Belvedere Trading LLC | −12K Sold out | 0 | — |
| Rockefeller Capital Management L.P. | −11K −95.4% | 544 | $23,207 |
| National Bank Of Canada | −11K −65.6% | 5,575 | $211,524 |
| Goldman Sachs Group Inc | −8,587 −9.6% | 81K | $3.5M |
| Jane Street Group, LLC | −8,353 Sold out | 0 | — |
| Ossiam | −7,752 −53.7% | 6,692 | $285,085 |
| Russell Investments Group, Ltd. | −5,865 −86.0% | 951 | $40,512 |
| Swiss National Bank | −5,800 −12.8% | 40K | $1.7M |
| HRT Financial LP | −5,541 Sold out | 0 | — |
| Sequoia Financial Advisors, LLC | −5,508 −37.8% | 9,054 | $386,245 |
| Invesco Ltd. | −4,935 Sold out | 0 | — |
| Nuveen, LLC | −3,656 −16.9% | 18K | $767,881 |
| Toronto Dominion Bank | −3,601 −4.5% | 76K | $3.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −2,739 −9.6% | 26K | $1.1M |
| Citadel Advisors LLC Hedge fund | −2,069 −7.6% | 25K | $1.1M |
| Renaissance Technologies LLC Hedge fund | −1,849 −14.6% | 11K | $460,728 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Dimensional Fund Advisors LP | 62K | $2.6M |
| D. E. Shaw & Co., Inc.Hedge fund | 27K | $1.1M |
| Point72 Asset Management, L.P.Hedge fund | 11K | $465,966 |
| Amundi | 6,563 | $279,978 |
| Millennium Management LLCHedge fund | 4,846 | $206,210 |
| Waverly Advisors, LLC | 4,728 | $201,696 |
| Becker Capital Management Inc | 4,725 | $201,569 |
| BNP Paribas Financial Markets | 910 | $38,821 |
| Integrated Wealth Concepts LLC | 121 | $5,172 |
| Arax Advisory Partners | 12 | $512 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Alberta Investment Management Corp | 307K | $12.7M |
| Belvedere Trading LLC | 12K | $681,219 |
| Jane Street Group, LLC | 8,353 | $345,815 |
| HRT Financial LP | 5,541 | $229,000 |
| Invesco Ltd. | 4,935 | $204,309 |
| Mai Capital Management | 2,793 | $115,631 |
| Quadrant Capital Group LLC | 68 | $2,816 |
| Barclays PLC | 21 | $869 |
| Advisory Services Network, LLC | 10 | $414 |
| Scarborough Advisors, LLC | 1 | $42 |
Who holds the shares
- Institutions reporting
- 112
- Ten largest holders
- 90.7% of 13F-reported shares
- Index fund managers
- 5.5% of 13F-reported shares
- Active managers and hedge funds
- 0.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 5 | 3 | 3 | 0 | +54K | +57.0% |
| Index fund managers | 3 | 2 | 0 | 0 | −284K | −21.1% |
| Other institutions | 32 | 45 | 12 | 12 | −373K | −2.1% |
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