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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
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$5.42M -$111K -2,987 -2%
Ensign Peak Advisors
252
Ensign Peak Advisors
Utah
$5.41M -$639K -17,250 -12%
SF
253
Synovus Financial
Georgia
$5.41M +$26K +702 +0.5%
IMCOOI
254
Investment Management Corp of Ontario (IMCO)
Canada
$5.39M -$261K -7,050 -5%
Ohio Public Employees Retirement System (OPERS)
255
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.36M -$2.16M -58,269 -31%
ECAM
256
East Coast Asset Management
Massachusetts
$5.28M -$13.8M -373,047 -74%
Osaic Holdings
257
Osaic Holdings
Arizona
$5.24M +$572K +15,447 +14%
KSWA
258
Kathleen S. Wright Associates
Pennsylvania
$5.2M -$5.56K -150 -0.1%
WCM Investment Management
259
WCM Investment Management
California
$4.94M +$20.3K +549 +0.5%
OC
260
Oppenheimer & Co
New York
$4.85M -$117K -3,153 -3%
KPWS
261
Kestra Private Wealth Services
Texas
$4.72M +$65.4K +1,766 +2%
WW
262
Waterfront Wealth
Kansas
$4.59M -$1.37K -37 -0%
BFC
263
Blue Fin Capital
Rhode Island
$4.51M +$704 +19 +0%
PS
264
Principal Securities
Iowa
$4.49M +$226K +6,092 +6%
WC
265
Westerkirk Capital
$4.49M +$4.03M +108,840 New
BPA
266
Beacon Pointe Advisors
California
$4.43M +$115K +3,098 +3%
RC
267
Roundview Capital
New Jersey
$4.4M +$3.95M +106,707 New
PCIG
268
Partners Capital Investment Group
Massachusetts
$4.36M -$5.17M -139,383 -57%
Citadel Advisors
269
Citadel Advisors
Florida
$4.32M -$20.3M -547,601 -84%
GIBU
270
Gulf International Bank (UK)
United Kingdom
$4.28M -$496K -13,398 -11%
KJHP
271
K.J. Harrison & Partners
Ontario, Canada
$4.26M
American Century Companies
272
American Century Companies
Missouri
$4.19M +$37.9K +1,023 +1%
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$4.17M -$286K -7,729 -7%
ATS
274
Ashton Thomas Securities
New York
$4.16M -$726K -19,602 -16%
CII
275
Capital International Inc
California
$4.1M +$64.9K +1,750 +2%

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.