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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
KHCM
301
Kirtland Hills Capital Management
Ohio
$3.1M +$2.79M +75,275 New
US Bancorp
302
US Bancorp
Minnesota
$2.97M +$165K +4,452 +7%
RWM
303
Ritholtz Wealth Management
New York
$2.97M -$51.3K -1,384 -2%
SPIA
304
Steward Partners Investment Advisory
New York
$2.95M +$22.9K +618 +0.9%
CLA
305
Carnegie Lake Advisors
New Jersey
$2.94M
Renaissance Technologies
306
Renaissance Technologies
New York
$2.93M +$2.63M +71,045 New
TW
307
TritonPoint Wealth
Maryland
$2.92M -$69.9K -1,885 -3%
IHL
308
Investment House LLC
California
$2.89M +$2.6M +70,092 New
HA
309
Herold Advisors
New York
$2.89M -$27.8K -750 -1%
AIM
310
Allen Investment Management
New York
$2.89M
THCM
311
Taylor Hoffman Capital Management
Virginia
$2.88M
EPM
312
Elm Partners Management
Pennsylvania
$2.88M +$2.59M +69,818 New
NIM
313
Needham Investment Management
New York
$2.86M
P
314
&Partners
Tennessee
$2.86M +$1.05M +28,229 +69%
Acadian Asset Management
315
Acadian Asset Management
Massachusetts
$2.84M +$981K +26,483 +62%
CWG
316
C WorldWide Group
Denmark
$2.81M +$1.24M +33,497 +96%
AA
317
Ancora Advisors
Ohio
$2.81M -$11.6K -313 -0.5%
SA
318
Sanctuary Advisors
Indiana
$2.8M +$535K +14,430 +27%
FT
319
Fiduciary Trust
Massachusetts
$2.78M +$248K +6,696 +11%
HTI
320
Hikari Tsushin Inc
Japan
$2.71M
BCI
321
Brinker Capital Investments
Pennsylvania
$2.68M +$1.27M +34,204 +111%
Assenagon Asset Management
322
Assenagon Asset Management
Luxembourg
$2.68M
MOS
323
MGO One Seven
Ohio
$2.67M +$68.1K +1,839 +3%
CCP
324
Carmel Capital Partners
California
$2.64M +$18.6K +503 +0.8%
Allianz Asset Management
325
Allianz Asset Management
Germany
$2.64M -$2M -53,850 -46%

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.