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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
KWM
376
Koa Wealth Management
California
$1.54M -$12.2K -329 -0.9%
Jane Street
377
Jane Street
New York
$1.54M +$800K +21,575 +137%
CSIC
378
Clifford Swan Investment Counsel
California
$1.53M
BFG
379
Bleakley Financial Group
New Jersey
$1.52M +$29.2K +789 +2%
BBP
380
Banco BTG Pactual
Brazil
$1.5M -$5.56M -150,000 -80%
PCM
381
PenderFund Capital Management
British Columbia, Canada
$1.47M
BCM
382
Barometer Capital Management
Ontario, Canada
$1.47M +$969K +26,138 New
DA
383
Denali Advisors
California
$1.47M -$70.8K -1,911 -5%
S
384
SimplyRich
California
$1.46M
Fisher Asset Management
385
Fisher Asset Management
Washington
$1.39M +$498K +13,431 +66%
NG
386
Norden Group
Utah
$1.37M -$49.3K -1,329 -4%
HI
387
Hendershot Investments
Virginia
$1.37M -$6.12K -165 -0.5%
PIM
388
Plato Investment Management
Australia
$1.33M -$8.63K -233 -0.7%
FIA
389
Foundations Investment Advisors
Arizona
$1.33M -$57.5K -1,551 -5%
WTA
390
Washington Trust Advisors
Massachusetts
$1.33M -$6.93K -187 -0.6%
RI
391
Rinkey Investments
California
$1.32M
HWM
392
Hemington Wealth Management
Virginia
$1.32M -$37 -1 -0%
AWM
393
Avior Wealth Management
Nebraska
$1.32M +$1.11M +29,891 +1,489%
JG
394
Jain Global
New York
$1.31M +$1.18M +31,862 New
KeyBank National Association
395
KeyBank National Association
Ohio
$1.31M -$64.6K -1,743 -5%
ASN
396
Advisory Services Network
Georgia
$1.3M +$86K +2,320 +9%
HIMC
397
Heritage Investors Management Corp
Maryland
$1.3M
VAG
398
VisionPoint Advisory Group
Texas
$1.3M -$108K -2,903 -8%
BPW
399
Bingham Private Wealth
California
$1.28M -$7.52K -203 -0.6%
STA
400
Summit Trail Advisors
New York
$1.27M +$57.9K +1,563 +5%

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.