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Brookfield

819 hedge funds and large institutions have $53.5B invested in Brookfield in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 274 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $85.7M | Put options by funds: $30.4M

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

7.63% more ownership

Funds ownership: 94.52%102.14% (+7.6%)

4% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 274

1% less funds holding

Funds holding: 825819 (-6)

3% less funds holding in top 10

Funds holding in top 10: 6866 (-2)

10% less capital invested

Capital invested by funds: $59.6B → $53.5B (-$6.09B)

Holders
819
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
10.98%
Holding in Top 10
66
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.94%
% of All Funds
0.88%
New
77
Increased
285
Reduced
274
Closed
68
Calls
$85.7M
Puts
$30.4M
Net Calls
+$55.3M
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
DR
226
Davis Rea
Ontario, Canada
$6.03M +$6.09M +161,031 +1,379%
Macquarie Group
227
Macquarie Group
Australia
$6.02M +$4.42M +116,825 +2,686%
TC
228
Tacita Capital
Ontario, Canada
$6M +$404K +10,686 +7%
William Blair & Company
229
William Blair & Company
Illinois
$5.88M -$145K -3,849 -2%
GIBU
230
Gulf International Bank (UK)
United Kingdom
$5.88M +$4.26M +112,761 +2,636%
AllianceBernstein
231
AllianceBernstein
Tennessee
$5.83M +$387K +10,227 +7%
HWM
232
HB Wealth Management
Georgia
$5.82M +$4.89M +129,312 +348%
OAM
233
Oppenheimer Asset Management
New York
$5.59M +$241K +6,366 +4%
Cerity Partners
234
Cerity Partners
New York
$5.56M +$897K +23,735 +18%
State of New Jersey Common Pension Fund D
235
State of New Jersey Common Pension Fund D
New Jersey
$5.55M
IMPI
236
Ilmarinen Mutual Pension Insurance
Finland
$5.51M -$5.67M -150,000 -49%
Luther King Capital Management (LKCM)
237
Luther King Capital Management (LKCM)
Texas
$5.49M +$77.1K +2,039 +1%
GAM
238
Generali Asset Management
Italy
$5.43M +$422K +11,154 +12%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$5.4M -$1.2M -31,698 -17%
O
240
Ossiam
France
$5.38M -$610K -16,141 -9%
PP
241
Pacifica Partners
Canada
$5.37M +$451K +11,941 +8%
SSB
242
Sandy Spring Bank
Maryland
$5.35M -$186K -4,923 -3%
LSWM
243
Lorne Steinberg Wealth Management
Canada
$5.32M -$2.12M -55,965 -27%
HP
244
Hosking Partners
United Kingdom
$5.25M -$102K -2,706 -2%
Ensign Peak Advisors
245
Ensign Peak Advisors
Utah
$5.18M -$2.45M -64,800 -30%
GIM
246
Gold Investment Management
Alberta, Canada
$5.15M +$377K +9,964 +7%
TSWM
247
Triangle Securities Wealth Management
North Carolina
$5.01M +$310K +8,200 +6%
PIC
248
PCJ Investment Counsel
Ontario, Canada
$4.88M -$10.4M -275,835 -66%
BSCCG
249
Blue Sky Capital Consultants Group
California
$4.85M +$385K +10,189 +8%
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$4.81M +$1.67M +44,116 +47%

BN Hedge Fund Activity: Q1 2025 in Review

819 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2025, worth a combined $53.5B — down 10% from $59.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BN positions and 68 closed out — a net gain of 9 holders — while 285 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $359M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $324M.

  • 819 institutional investors held Brookfield (BN) as of Q1 2025, down from 825 in Q4 2024.
  • Funds reported $53.5B of Brookfield stock for Q1 2025, down 10% quarter-over-quarter.
  • 77 funds opened new Brookfield positions in Q1 2025 and 68 closed out, a net change of +9 holders.
  • The largest Brookfield buyer in Q1 2025 was Capital World Investors, an estimated $359M added.
  • The largest Brookfield seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $324M sold.

Based on aggregated 13F filings for Q1 2025.