We are live on ! Find out more
BN icon

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
RRA
401
Round Rock Advisors
Connecticut
$1.27M
HCP
402
Holt Capital Partners
Texas
$1.25M -$570K -15,375 -34%
TIAA Trust, National Association
403
TIAA Trust, National Association
North Carolina
$1.25M -$157K -4,245 -12%
PL
404
Perpetual Ltd
Australia
$1.25M -$83.4K -2,250 -7%
TSW
405
Thompson Siegel & Walmsley
Virginia
$1.25M -$83.4K -2,250 -7%
VT
406
Vise Technologies
New York
$1.23M +$1.11M +29,829 New
Capital Fund Management (CFM)
407
Capital Fund Management (CFM)
France
$1.23M -$2.18M -58,735 -66%
WKWM
408
Walter & Keenan Wealth Management
Indiana
$1.2M
PM
409
Pembroke Management
Quebec, Canada
$1.2M +$195K +5,260 +33%
WorldQuant Millennium Advisors
410
WorldQuant Millennium Advisors
New York
$1.19M +$1.07M +28,934 New
N
411
Natixis
France
$1.18M -$397K -10,707 -27%
YCM
412
Yousif Capital Management
Michigan
$1.17M +$74.2K +2,003 +8%
NS
413
NBC Securities
Alabama
$1.17M -$6.67K -180 -0.6%
BGCP
414
Bristol Gate Capital Partners
Ontario, Canada
$1.16M -$42.8K -1,154 -4%
Barclays
415
Barclays
United Kingdom
$1.15M -$757K -20,418 -42%
SWM
416
Segment Wealth Management
Texas
$1.13M
PWG
417
Portside Wealth Group
Utah
$1.12M +$5.56K +150 +0.6%
CT
418
Clearstead Trust
Maine
$1.12M +$28.7K +775 +3%
AT
419
Avalon Trust
New Mexico
$1.11M -$111K -3,000 -10%
IWC
420
Integrated Wealth Concepts
Massachusetts
$1.09M +$84.9K +2,292 +10%
CFO
421
Callan Family Office
Pennsylvania
$1.08M +$536K +14,466 +124%
AFG
422
Atomi Financial Group
New York
$1.04M +$182K +4,923 +24%
CIA
423
Compass Ion Advisors
Pennsylvania
$1.03M
DWAM
424
Duncan Williams Asset Management
Tennessee
$1.03M +$131K +3,522 +16%
Lido Advisors
425
Lido Advisors
California
$1.03M -$29.6K -800 -3%

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.