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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
KWM
376
Koa Wealth Management
California
$1.32M -$133K -3,526 -9%
DA
377
Denali Advisors
California
$1.31M -$430K -11,383 -23%
Credit Agricole
378
Credit Agricole
France
$1.3M -$17K -450 -1%
CSIC
379
Clifford Swan Investment Counsel
California
$1.3M
SFS
380
Sowell Financial Services
Arkansas
$1.3M +$93.3K +2,469 +7%
D.E. Shaw & Co
381
D.E. Shaw & Co
New York
$1.28M +$39.7K +1,050 +3%
IA
382
Integrity Alliance
Iowa
$1.27M +$1.37M +36,296 New
BFG
383
Bleakley Financial Group
New Jersey
$1.26M +$183K +4,848 +16%
GCM
384
Genus Capital Management
British Columbia, Canada
$1.24M +$1.35M +35,631 New
S
385
SimplyRich
California
$1.24M
PGAM
386
Princeton Global Asset Management
New Jersey
$1.22M -$46.6K -1,233 -3%
CWG
387
C WorldWide Group
Denmark
$1.22M +$1.31M +34,776 New
NG
388
Norden Group
Utah
$1.21M +$15.2K +402 +1%
TIAA Trust, National Association
389
TIAA Trust, National Association
North Carolina
$1.21M +$99.9K +2,643 +8%
VAG
390
VisionPoint Advisory Group
Texas
$1.21M +$36.7K +972 +3%
VWM
391
Venturi Wealth Management
Texas
$1.2M +$17.4K +459 +1%
CA
392
Cornerstone Advisory
Maryland
$1.19M +$401K +10,613 +48%
FIA
393
Foundations Investment Advisors
Arizona
$1.18M -$97.1K -2,568 -7%
KeyBank National Association
394
KeyBank National Association
Ohio
$1.17M +$41.8K +1,107 +3%
HI
395
Hendershot Investments
Virginia
$1.16M -$21.1K -557 -2%
PIM
396
Plato Investment Management
Australia
$1.15M +$15.9K +420 +1%
TSW
397
Thompson Siegel & Walmsley
Virginia
$1.13M -$58.1K -1,537 -5%
PL
398
Perpetual Ltd
Australia
$1.13M -$58.1K -1,537 -5%
WTA
399
Washington Trust Advisors
Massachusetts
$1.13M
RI
400
Rinkey Investments
California
$1.12M

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.