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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
American Century Companies
276
American Century Companies
Missouri
$3.51M +$166K +4,404 +5%
QOP
277
Quinn Opportunity Partners
Virginia
$3.49M +$227K +6,000 +6%
CII
278
Capital International Inc
California
$3.42M +$700K +18,518 +23%
WJWM
279
Williams Jones Wealth Management
New York
$3.4M +$127K +3,353 +4%
EP
280
EPIQ Partners
Minnesota
$3.27M +$28.3K +750 +0.8%
GF
281
Gabelli Funds
New York
$3.21M -$39.7K -1,050 -1%
PIC
282
Portland Investment Counsel
Ontario, Canada
$3.16M
PGCM
283
Prescott Group Capital Management
Oklahoma
$3.14M
Capital Fund Management (CFM)
284
Capital Fund Management (CFM)
France
$3.09M +$146K +3,856 +5%
GWMI
285
Guardian Wealth Management (Illinois)
Illinois
$3.07M +$126K +3,344 +4%
SCP
286
Stamos Capital Partners
California
$3.02M +$1.27M +33,564 +63%
QCM
287
Quantinno Capital Management
New York
$3.02M +$729K +19,275 +29%
DKCM
288
Davidson Kahn Capital Management
California
$2.99M +$336K +8,893 +12%
RL
289
Ruffer LLP
United Kingdom
$2.96M -$2.13M -56,250 -40%
CC
290
Chicago Capital
Illinois
$2.95M
CAM
291
Cresset Asset Management
Illinois
$2.95M -$13.8K -366 -0.4%
SMI
292
Shelter Mutual Insurance
Missouri
$2.94M
T. Rowe Price Associates
293
T. Rowe Price Associates
Maryland
$2.93M +$3.17M +83,949 New
TAM
294
Tocqueville Asset Management
New York
$2.93M +$23.2K +615 +0.7%
First Trust Advisors
295
First Trust Advisors
Illinois
$2.87M -$287K -7,597 -8%
XT
296
XTX Topco
Cayman Islands
$2.87M +$2.12M +56,012 +215%
SAM
297
Shell Asset Management
Netherlands
$2.85M -$127K -3,368 -4%
MIM
298
Manitou Investment Management
Ontario, Canada
$2.83M +$1.17M +30,960 +62%
JPWM
299
Jamison Private Wealth Management
Georgia
$2.82M +$18.4K +486 +0.6%
CGH
300
Crossmark Global Holdings
Texas
$2.78M -$99.8K -2,639 -3%

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.