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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
OCAM
276
Onex Canada Asset Management
Ontario, Canada
$3.87M -$4.35M -117,311 -56%
GWMI
277
Guardian Wealth Management (Illinois)
Illinois
$3.79M +$151K +4,072 +5%
VanEck Associates
278
VanEck Associates
New York
$3.75M +$2.6M +70,154 +339%
SWP
279
Strategic Wealth Partners
Ohio
$3.72M +$3.34M +90,249 New
WJWM
280
Williams Jones Wealth Management
New York
$3.72M -$261K -7,050 -7%
PIC
281
Portland Investment Counsel
Ontario, Canada
$3.71M
PGCM
282
Prescott Group Capital Management
Oklahoma
$3.71M
GF
283
Gabelli Funds
New York
$3.7M -$83.4K -2,250 -2%
SCM
284
SOL Capital Management
Maryland
$3.56M +$608K +16,420 +24%
DKCM
285
Davidson Kahn Capital Management
California
$3.54M +$7.52K +203 +0.2%
CC
286
Chicago Capital
Illinois
$3.5M +$11.1K +300 +0.4%
RL
287
Ruffer LLP
United Kingdom
$3.49M
LOAMS
288
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.49M +$955K +25,770 +44%
MBI
289
Montrusco Bolton Investments
Quebec, Canada
$3.48M -$885K -23,886 -22%
SMI
290
Shelter Mutual Insurance
Missouri
$3.47M
MIM
291
Manitou Investment Management
Ontario, Canada
$3.47M +$116K +3,135 +4%
TAM
292
Tocqueville Asset Management
New York
$3.46M +$2.22K +60 +0.1%
EP
293
EPIQ Partners
Minnesota
$3.45M -$368K -9,930 -11%
CAM
294
Cresset Asset Management
Illinois
$3.44M -$38.5K -1,039 -1%
SAM
295
Shell Asset Management
Netherlands
$3.29M -$62.7K -1,693 -2%
MGP
296
Metis Global Partners
California
$3.29M +$284K +7,651 +11%
JHCP
297
Jackson Hole Capital Partners
Oklahoma
$3.28M +$144K +3,897 +5%
CGH
298
Crossmark Global Holdings
Texas
$3.26M -$19.4K -523 -0.7%
O
299
Ossiam
France
$3.2M -$2.84M -76,505 -50%
VPIM
300
Vanguard Personalized Indexing Management
California
$3.12M +$272K +7,334 +11%

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.