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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
IMCOOI
251
Investment Management Corp of Ontario (IMCO)
Canada
$4.81M +$2.03M +53,700 +64%
CANC
252
Culbertson A N & Co
Virginia
$4.77M +$500K +13,215 +11%
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$4.69M -$85.7K -2,266 -2%
MFS
254
Mirabella Financial Services
United Kingdom
$4.68M +$3.96M +104,709 +360%
MGIA
255
Moneta Group Investment Advisors
Missouri
$4.62M +$378 +10 +0%
SF
256
Synovus Financial
Georgia
$4.56M -$345K -9,123 -7%
KSWA
257
Kathleen S. Wright Associates
Pennsylvania
$4.34M -$12.5K -330 -0.3%
LOAMS
258
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.24M -$731K -19,330 -25%
OC
259
Oppenheimer & Co
New York
$4.22M +$35.8K +948 +0.8%
ATS
260
Ashton Thomas Securities
New York
$4.21M -$660K -17,454 -13%
NONA
261
Ninety One North America
New York
$4.16M -$4.46M -118,062 -50%
WCM Investment Management
262
WCM Investment Management
California
$4.14M +$1.18M +31,211 +35%
Allianz Asset Management
263
Allianz Asset Management
Germany
$4.11M +$360K +9,537 +9%
PS
264
Principal Securities
Iowa
$3.94M
KPWS
265
Kestra Private Wealth Services
Texas
$3.93M -$669K -17,706 -14%
Osaic Holdings
266
Osaic Holdings
Arizona
$3.91M +$1.11M +29,427 +36%
WW
267
Waterfront Wealth
Kansas
$3.89M -$42.1K -1,115 -1%
BFC
268
Blue Fin Capital
Rhode Island
$3.82M -$3.74K -99 -0.1%
Axa
269
Axa
France
$3.82M +$43.7K +1,156 +1%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$3.81M +$230K +6,091 +6%
MBI
271
Montrusco Bolton Investments
Quebec, Canada
$3.78M -$2.62M -69,294 -39%
AUB
272
Atlantic Union Bankshares
Virginia
$3.77M -$287K -7,603 -7%
BPA
273
Beacon Pointe Advisors
California
$3.65M +$5.03K +133 +0.1%
OCA
274
Otter Creek Advisors
Florida
$3.62M +$3.92M +103,743 New
KJHP
275
K.J. Harrison & Partners
Ontario, Canada
$3.61M -$309K -8,172 -7%

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.