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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
BFA
326
Buttonwood Financial Advisors
Maryland
$2.61M +$2.34M +63,177 New
SWM
327
Salvus Wealth Management
New Jersey
$2.56M -$42.1K -1,137 -2%
IIM
328
INTECH Investment Management
Florida
$2.49M -$111K -3,008 -5%
QCG
329
Quadrant Capital Group
Ohio
$2.47M +$154K +4,167 +7%
AI
330
Atria Investments
North Carolina
$2.43M -$120K -3,251 -5%
TCM
331
Tandem Capital Management
New Jersey
$2.35M -$161K -4,338 -7%
BBHC
332
Brown Brothers Harriman & Co
New York
$2.33M +$63.9K +1,725 +3%
PAS
333
Park Avenue Securities
New York
$2.32M +$48.5K +1,309 +2%
EHC
334
Everett Harris & Co
California
$2.24M +$237K +6,387 +13%
SIC
335
Sage Investment Counsel
Tennessee
$2.23M +$194K +5,242 +11%
CPCM
336
Cardinal Point Capital Management
Ontario, Canada
$2.21M -$1K -27 -0.1%
RCM
337
Radnor Capital Management
Pennsylvania
$2.18M
VPI
338
Value Partners Investments
Manitoba, Canada
$2.16M +$273K +7,378 +16%
RG
339
Rathbones Group
United Kingdom
$2.16M
AWM
340
Apollon Wealth Management
South Carolina
$2.14M +$1.09M +29,382 +131%
NFA
341
Northwest Financial Advisors
Virginia
$2.13M -$17.3K -467 -0.9%
CGIM
342
Capital Group Investment Management
Singapore
$2.12M
LIM
343
Leavell Investment Management
Alabama
$2.08M +$8.23K +222 +0.4%
SFS
344
Sowell Financial Services
Arkansas
$2.06M +$479K +12,939 +35%
WHC
345
Wulff, Hansen & Co
California
$2.03M -$427K -11,535 -19%
Fiera Capital (Canada)
346
Fiera Capital (Canada)
Quebec, Canada
$2.02M -$964 -26 -0.1%
LNWWM
347
Laird Norton Wetherby Wealth Management
California
$2.02M +$1.82M +48,989 New
TCOV
348
Trust Company of Vermont
Vermont
$2M +$81K +2,186 +5%
SDWMA
349
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.99M
AG
350
AlTi Global
New York
$1.99M

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.