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Brookfield
BN

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: 66 → 74 (+8)

4% more funds holding

Funds holding: 818 → 852 (+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

Top Buyers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
+$312M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$207M
3
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$127M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$117M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$98.4M

Top Sellers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
-$270M
2
Select Equity Group
Select Equity Group
New York
-$132M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$120M
4
SCP
Soroban Capital Partners
New York
-$87.9M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$85.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
UM
351
UniSuper Management
Australia
$1.96M -$161K -4,350 -11%
Two Sigma Advisers
352
Two Sigma Advisers
New York
$1.96M +$1.34M +36,150 +317%
AGA
353
Accuvest Global Advisors
Utah
$1.96M +$1.76M +47,466 New
AG
354
Algert Global
California
$1.94M +$257K +6,930 +17%
WT
355
Whittier Trust
California
$1.9M – – –
HFS
356
Hantz Financial Services
Michigan
$1.89M -$180K -4,857 -10%
CRC
357
Curi RMB Capital
Illinois
$1.87M +$1.16M +31,333 +225%
PM
358
Phraction Management
Connecticut
$1.85M +$1.66M +44,873 New
SEI Investments
359
SEI Investments
Pennsylvania
$1.83M +$104K +2,811 +7%
SF
360
Summit Financial
New Jersey
$1.79M -$22.2K -599 -1%
MIM
361
Moseley Investment Management
Florida
$1.78M – – –
VWM
362
Venturi Wealth Management
Texas
$1.76M +$416K +11,229 +33%
BIM
363
Bridges Investment Management
Nebraska
$1.73M -$12K -325 -0.8%
AV
364
ASR Vermogensbeheer
Netherlands
$1.73M -$172K -4,650 -10%
P
365
Pitcairn
Pennsylvania
$1.69M -$125K -3,382 -8%
GC
366
Gilbert & Cook
Iowa
$1.68M +$46.4K +1,251 +3%
PCM
367
Parsons Capital Management
Rhode Island
$1.66M – – –
EWM
368
Evercore Wealth Management
New York
$1.66M -$146K -3,945 -9%
CWM
369
Congress Wealth Management
Massachusetts
$1.62M +$525K +14,178 +56%
WA
370
Waverly Advisors
Alabama
$1.61M +$2.78K +75 +0.2%
PIA
371
Powell Investment Advisors
Florida
$1.59M -$18.9K -510 -1%
MG
372
Marex Group
$1.59M -$5.84M -157,650 -80%
Squarepoint
373
Squarepoint
New York
$1.58M +$324K +8,731 +30%
RA
374
Rational Advisors
New York
$1.58M +$1.42M +38,250 New
AQR Capital Management
375
AQR Capital Management
Connecticut
$1.57M +$378K +10,213 +37%
13 14
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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.