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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
PA
301
Procyon Advisors
Connecticut
$2.7M +$202K +5,337 +7%
JHCP
302
Jackson Hole Capital Partners
Oklahoma
$2.64M +$396K +10,470 +16%
TRCT
303
Tower Research Capital (TRC)
New York
$2.58M +$2.79M +73,724 +29,608%
RWM
304
Ritholtz Wealth Management
New York
$2.56M +$419K +11,088 +18%
TW
305
TritonPoint Wealth
Maryland
$2.54M -$70.9K -1,875 -3%
MGP
306
Metis Global Partners
California
$2.51M -$184K -4,881 -6%
THCM
307
Taylor Hoffman Capital Management
Virginia
$2.51M -$8.85K -234 -0.3%
CLA
308
Carnegie Lake Advisors
New Jersey
$2.49M
USAA
309
United Services Automobile Association
Texas
$2.49M +$79K +2,091 +3%
SPIA
310
Steward Partners Investment Advisory
New York
$2.48M +$34.1K +902 +1%
HA
311
Herold Advisors
New York
$2.47M
ECM
312
ExodusPoint Capital Management
New York
$2.45M +$2.65M +70,200 New
HJGA
313
Hardman Johnston Global Advisors
Connecticut
$2.45M +$2.65M +70,095 New
AIM
314
Allen Investment Management
New York
$2.45M
SCM
315
SOL Capital Management
Maryland
$2.44M +$906K +23,978 +52%
NIM
316
Needham Investment Management
New York
$2.42M
AA
317
Ancora Advisors
Ohio
$2.4M -$3.14K -83 -0.1%
VPIM
318
Vanguard Personalized Indexing Management
California
$2.38M +$282K +7,450 +12%
VLKIM
319
Van Lanschot Kempen Investment Management
Netherlands
$2.36M +$1.78M +47,069 New
US Bancorp
320
US Bancorp
Minnesota
$2.36M +$163K +4,314 +7%
HTI
321
Hikari Tsushin Inc
Japan
$2.29M
Assenagon Asset Management
322
Assenagon Asset Management
Luxembourg
$2.27M +$16.9K +446 +0.7%
ET
323
Entropy Technologies
New York
$2.24M +$2.43M +64,167 New
MIG
324
Meketa Investment Group
Massachusetts
$2.23M +$1.33M +35,115 +123%
CCP
325
Carmel Capital Partners
California
$2.22M +$99K +2,620 +4%

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.