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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
IIM
326
INTECH Investment Management
Florida
$2.21M +$304K +8,042 +15%
SWM
327
Salvus Wealth Management
New Jersey
$2.21M +$4.42K +117 +0.2%
MOS
328
MGO One Seven
Ohio
$2.2M -$704K -18,623 -23%
AI
329
Atria Investments
North Carolina
$2.17M -$211K -5,584 -8%
TCM
330
Tandem Capital Management
New Jersey
$2.15M +$77.7K +2,055 +3%
FT
331
Fiduciary Trust
Massachusetts
$2.13M +$261K +6,900 +13%
WHC
332
Wulff, Hansen & Co
California
$2.09M
PFPT
333
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.98M
UM
334
UniSuper Management
Australia
$1.97M
QCG
335
Quadrant Capital Group
Ohio
$1.95M +$2.05M +54,231 +3,769%
PAS
336
Park Avenue Securities
New York
$1.92M -$7.29K -193 -0.3%
BBHC
337
Brown Brothers Harriman & Co
New York
$1.91M -$22.7K -600 -1%
CPCM
338
Cardinal Point Capital Management
Ontario, Canada
$1.87M +$2.03M +53,607 New
SA
339
Sanctuary Advisors
Indiana
$1.87M -$456K -12,075 -18%
RCM
340
Radnor Capital Management
Pennsylvania
$1.85M
RG
341
Rathbones Group
United Kingdom
$1.83M -$130K -3,433 -6%
NFA
342
Northwest Financial Advisors
Virginia
$1.82M -$67.9K -1,797 -3%
CGIM
343
Capital Group Investment Management
Singapore
$1.8M +$319K +8,427 +20%
KI
344
Keystone Investors
Singapore
$1.8M +$1.94M +51,398 New
HFS
345
Hantz Financial Services
Michigan
$1.77M -$70.9K -1,877 -4%
LIM
346
Leavell Investment Management
Alabama
$1.76M
Fiera Capital (Canada)
347
Fiera Capital (Canada)
Quebec, Canada
$1.71M -$79.7K -2,109 -4%
SIC
348
Sage Investment Counsel
Tennessee
$1.71M +$1.05M +27,743 +131%
PP
349
PDT Partners
New York
$1.69M -$302 -8 -0%
Barclays
350
Barclays
United Kingdom
$1.69M -$2.59M -68,513 -59%

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.