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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
SDWMA
351
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.68M
AG
352
AlTi Global
New York
$1.68M
EHC
353
Everett Harris & Co
California
$1.68M
AV
354
ASR Vermogensbeheer
Netherlands
$1.63M +$1.76M +46,640 New
GWM
355
Geneos Wealth Management
Colorado
$1.63M +$906K +23,958 +106%
TCOV
356
Trust Company of Vermont
Vermont
$1.62M -$67.1K -1,776 -4%
WT
357
Whittier Trust
California
$1.61M -$280K -7,398 -14%
HCP
358
Holt Capital Partners
Texas
$1.6M
VPI
359
Value Partners Investments
Manitoba, Canada
$1.58M -$1.01M -26,704 -37%
P
360
Pitcairn
Pennsylvania
$1.55M +$59.9K +1,584 +4%
EWM
361
Evercore Wealth Management
New York
$1.54M
SF
362
Summit Financial
New Jersey
$1.54M +$104K +2,756 +7%
CL
363
Choreo LLC
Illinois
$1.53M -$776K -20,538 -32%
MIM
364
Moseley Investment Management
Florida
$1.51M
Acadian Asset Management
365
Acadian Asset Management
Massachusetts
$1.48M -$2.34M -62,024 -59%
BIM
366
Bridges Investment Management
Nebraska
$1.48M +$140K +3,712 +10%
SEI Investments
367
SEI Investments
Pennsylvania
$1.45M -$116K -3,057 -7%
P
368
&Partners
Tennessee
$1.43M +$69.3K +1,833 +5%
HS
369
HighVista Strategies
Massachusetts
$1.43M +$1.54M +40,800 New
PCM
370
Parsons Capital Management
Rhode Island
$1.41M
AG
371
Algert Global
California
$1.4M -$260K -6,885 -15%
GC
372
Gilbert & Cook
Iowa
$1.38M +$50.4K +1,333 +4%
PIA
373
Powell Investment Advisors
Florida
$1.36M
WA
374
Waverly Advisors
Alabama
$1.36M +$467K +12,357 +47%
N
375
Natixis
France
$1.35M +$41K +1,084 +3%

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.