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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
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$444M -$213K -5,639 -0%
Goldman Sachs
27
Goldman Sachs
New York
$404M +$198M +5,250,004 +83%
Bank of America
28
Bank of America
North Carolina
$382M +$84.2M +2,227,906 +26%
Legal & General Group
29
Legal & General Group
United Kingdom
$380M +$5.09M +134,595 +1%
SC
30
Scotia Capital
Ontario, Canada
$363M +$5.05M +133,622 +1%
Morgan Stanley
31
Morgan Stanley
New York
$345M +$766K +20,253 +0.2%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$323M -$324M -8,566,544 -48%
ROTUOC
33
Regents of the University of California
California
$314M +$187M +4,954,653 +123%
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$307M +$12.9M +342,281 +4%
JP Morgan Chase
35
JP Morgan Chase
New York
$287M +$24.7M +652,914 +9%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$285M -$60.7M -1,606,199 -16%
EIG
37
EdgePoint Investment Group
Ontario, Canada
$284M -$155M -4,099,041 -33%
BGC
38
Beutel, Goodman & Co
Ontario, Canada
$273M -$36.8M -973,028 -11%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$260M -$39.6M -1,048,297 -12%
Bessemer Group
40
Bessemer Group
New Jersey
$254M +$140K +3,714 +0.1%
Baillie Gifford & Co
41
Baillie Gifford & Co
United Kingdom
$252M +$64.7M +1,710,837 +31%
Aristotle Capital Management
42
Aristotle Capital Management
California
$235M -$16.3M -431,167 -6%
AIMCA
43
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$233M +$7.02M +185,686 +3%
TP
44
Third Point
New York
$222M -$42.5M -1,125,000 -15%
Select Equity Group
45
Select Equity Group
New York
$201M -$241M -6,385,352 -53%
CB
46
Cooke & Bieler
Pennsylvania
$201M -$1.28M -33,982 -0.6%
Invesco
47
Invesco
Georgia
$199M -$21.6M -571,432 -9%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$187M -$4.12M -108,999 -2%
SI
49
Scharf Investments
California
$185M -$33.4M -884,907 -14%
Wells Fargo
50
Wells Fargo
California
$166M +$12.6M +332,526 +8%

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.