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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
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$538M +$11.5M +310,479 +2%
Bank of America
27
Bank of America
North Carolina
$488M +$33.8M +913,002 +8%
SCP
28
Soroban Capital Partners
New York
$466M -$87.9M -2,372,756 -17%
SC
29
Scotia Capital
Ontario, Canada
$446M +$15.6M +420,093 +4%
Legal & General Group
30
Legal & General Group
United Kingdom
$435M -$12M -323,490 -3%
Morgan Stanley
31
Morgan Stanley
New York
$417M +$9.15M +246,784 +2%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$405M +$207M +5,591,442 +133%
ROTUOC
33
Regents of the University of California
California
$370M
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$350M -$12M -322,565 -4%
LPC
35
Lone Pine Capital
Connecticut
$348M +$312M +8,432,078 New
JP Morgan Chase
36
JP Morgan Chase
New York
$333M -$5.16M -139,167 -2%
BGC
37
Beutel, Goodman & Co
Ontario, Canada
$311M -$9.38M -253,204 -3%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$303M -$2.75M -74,145 -1%
Bessemer Group
39
Bessemer Group
New Jersey
$299M -$716K -19,314 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$298M -$34.5M -931,027 -11%
Baillie Gifford & Co
41
Baillie Gifford & Co
United Kingdom
$295M -$2.87M -77,533 -1%
TP
42
Third Point
New York
$289M +$24.2M +652,500 +10%
Aristotle Capital Management
43
Aristotle Capital Management
California
$277M -$157K -4,226 -0.1%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$246M -$120M -3,250,140 -35%
Invesco
45
Invesco
Georgia
$236M +$1.2M +32,479 +0.6%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$227M +$9.18M +247,702 +5%
CB
47
Cooke & Bieler
Pennsylvania
$218M -$17.3M -467,531 -8%
Corient Private Wealth
48
Corient Private Wealth
Florida
$200M +$4.47M +120,594 +3%
Wells Fargo
49
Wells Fargo
California
$194M -$2.32M -62,688 -1%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$190M -$1.67M -45,035 -1%

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.