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Brookfield

852 hedge funds and large institutions have $63.1B invested in Brookfield in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 274 increasing their positions, 283 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 60

27% more call options, than puts

Call options by funds: $129M | Put options by funds: $102M

18% more capital invested

Capital invested by funds: $53.5B → $63.1B (+$9.6B)

12% more funds holding in top 10

Funds holding in top 10: 6674 (+8)

4% more funds holding

Funds holding: 818852 (+34)

3% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 283

9.39% less ownership

Funds ownership: 102.14%92.76% (-9.4%)

Holders
852
Holders Change
+34
Holders Change %
+4.16%
% of All Funds
11.22%
Holding in Top 10
74
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.12%
% of All Funds
0.97%
New
107
Increased
274
Reduced
283
Closed
60
Calls
$129M
Puts
$102M
Net Calls
+$27.4M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PIC
226
PCJ Investment Counsel
Ontario, Canada
$6.86M +$973K +26,265 +19%
LDB
227
Lee, Danner & Bass
Tennessee
$6.82M -$306K -8,250 -5%
GIA
228
Gateway Investment Advisers
Ohio
$6.66M -$710K -19,148 -11%
Luther King Capital Management (LKCM)
229
Luther King Capital Management (LKCM)
Texas
$6.63M +$139K +3,751 +2%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$6.61M +$211K +5,690 +4%
OAM
231
Oppenheimer Asset Management
New York
$6.61M +$12.1K +326 +0.2%
State of New Jersey Common Pension Fund D
232
State of New Jersey Common Pension Fund D
New Jersey
$6.55M
PP
233
Pacifica Partners
Canada
$6.52M -$21.8K -589 -0.4%
IMPI
234
Ilmarinen Mutual Pension Insurance
Finland
$6.47M
Axa
235
Axa
France
$6.4M +$1.71M +46,055 +42%
AllianceBernstein
236
AllianceBernstein
Tennessee
$6.4M -$431K -11,627 -7%
LSWM
237
Lorne Steinberg Wealth Management
Canada
$6.34M +$52.5K +1,418 +0.9%
AF
238
Avanza Fonder
Sweden
$6.34M -$484K -13,067 -10%
Cerity Partners
239
Cerity Partners
New York
$6.26M -$276K -7,443 -5%
PI
240
PineBridge Investments
New York
$6.25M +$5.62M +151,649 New
GIM
241
Gold Investment Management
Alberta, Canada
$6.12M +$42.7K +1,152 +0.8%
TSWM
242
Triangle Securities Wealth Management
North Carolina
$6.03M +$104K +2,798 +2%
CANC
243
Culbertson A N & Co
Virginia
$5.95M +$288K +7,762 +6%
PEAK6
244
PEAK6
Illinois
$5.94M +$5.34M +144,077 New
HWM
245
HB Wealth Management
Georgia
$5.72M -$1.02M -27,613 -17%
QCM
246
Quantinno Capital Management
New York
$5.72M +$1.94M +52,411 +61%
SCP
247
Stamos Capital Partners
California
$5.71M +$1.93M +52,068 +60%
BCM
248
BTC Capital Management
Iowa
$5.7M +$5.13M +138,369 New
HP
249
Hosking Partners
United Kingdom
$5.67M -$471K -12,720 -8%
MGIA
250
Moneta Group Investment Advisors
Missouri
$5.45M

BN Hedge Fund Activity: Q2 2025 in Review

852 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2025, worth a combined $63.1B — up 18% from $53.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BN positions and 60 closed out — a net gain of 47 holders — while 274 added to existing stakes and 283 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $312M. The largest seller was EdgePoint Investment Group, cutting an estimated $270M.

  • 852 institutional investors held Brookfield (BN) as of Q2 2025, up from 818 in Q1 2025.
  • Funds reported $63.1B of Brookfield stock for Q2 2025, up 18% quarter-over-quarter.
  • 107 funds opened new Brookfield positions in Q2 2025 and 60 closed out, a net change of +47 holders.
  • The largest Brookfield buyer in Q2 2025 was Lone Pine Capital, an estimated $312M added.
  • The largest Brookfield seller in Q2 2025 was EdgePoint Investment Group, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2025.