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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
TI
401
Trexquant Investment
Connecticut
$1.12M +$1.21M +32,048 New
HWM
402
Hemington Wealth Management
Virginia
$1.11M
HIMC
403
Heritage Investors Management Corp
Maryland
$1.1M
BPW
404
Bingham Private Wealth
California
$1.1M +$54.7K +1,446 +5%
SFI
405
Susquehanna Fundamental Investments
Pennsylvania
$1.08M -$2.76M -73,050 -70%
BCI
406
Brinker Capital Investments
Pennsylvania
$1.08M +$225K +5,960 +24%
OPS
407
Orion Portfolio Solutions
Nebraska
$1.08M +$225K +5,960 +24%
RRA
408
Round Rock Advisors
Connecticut
$1.07M
AT
409
Avalon Trust
New Mexico
$1.05M -$298K -7,874 -21%
AFM
410
Anson Funds Management
Texas
$1.05M +$1.13M +30,000 New
Squarepoint
411
Squarepoint
New York
$1.03M +$1.12M +29,522 New
CG
412
Caprock Group
Idaho
$1.03M +$123K +3,242 +12%
CP
413
CenterBook Partners
Connecticut
$1.02M -$1.26M -33,354 -53%
STA
414
Summit Trail Advisors
New York
$1.02M -$519K -13,720 -32%
WKWM
415
Walter & Keenan Wealth Management
Indiana
$1.02M
BGCP
416
Bristol Gate Capital Partners
Ontario, Canada
$1.02M -$121K -3,213 -10%
NS
417
NBC Securities
Alabama
$994K +$1.08M +28,446 +98,090%
AQR Capital Management
418
AQR Capital Management
Connecticut
$963K +$628K +16,604 +148%
SWM
419
Segment Wealth Management
Texas
$958K
PWG
420
Portside Wealth Group
Utah
$946K +$83.1K +2,198 +9%
ASN
421
Advisory Services Network
Georgia
$938K +$118K +3,113 +13%
YCM
422
Yousif Capital Management
Michigan
$923K -$76.5K -2,025 -7%
CAM
423
Cidel Asset Management
Ontario, Canada
$923K -$13.1M -347,016 -93%
CT
424
Clearstead Trust
Maine
$922K
VAS
425
Vestmark Advisory Solutions
Massachusetts
$917K +$310K +8,199 +45%

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.