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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
SC
476
Schubert & Co
Texas
$650K -$124K -3,355 -18%
NCM
477
Next Capital Management
New York
$649K
DLA
478
Douglas Lane & Associates
New York
$648K
TGAM
479
TBH Global Asset Management
Tennessee
$639K -$64.5K -1,740 -10%
SWP
480
Stratos Wealth Partners
Ohio
$639K +$44.1K +1,191 +8%
BCM
481
Bayesian Capital Management
New York
$637K +$573K +15,450 New
PI
482
PFG Investments
New York
$635K -$6.23K -168 -1%
GPA
483
Garrison Point Advisors
California
$632K
IP
484
Intellectus Partners
California
$624K -$201K -5,435 -26%
MIG
485
Meketa Investment Group
Massachusetts
$623K -$1.8M -48,595 -76%
MC
486
Moors & Cabot
Massachusetts
$623K -$2.08K -56 -0.4%
AWA
487
Arkadios Wealth Advisors
Georgia
$621K +$558K +15,062 New
GT
488
Glenview Trust
Kentucky
$619K
CCM
489
Corsair Capital Management
New York
$619K +$17.2K +465 +3%
FM
490
Family Management
New York
$605K
MMA
491
Miracle Mile Advisors
California
$605K +$5.52K +149 +1%
LFA
492
Legacy Financial Advisors
Kentucky
$600K +$13.3K +359 +3%
MWM
493
Mattern Wealth Management
Kansas
$598K -$27.1K -732 -5%
PFPT
494
Pinnacle Financial Partners (Tennessee)
Tennessee
$597K -$1.41M -37,933 -72%
MCC
495
Malaga Cove Capital
California
$597K -$68.4K -1,845 -11%
AAS
496
Avantax Advisory Services
Texas
$591K +$51.6K +1,392 +11%
FP
497
Financial Perspectives
Minnesota
$587K
GA
498
GoalVest Advisory
New York
$587K
SCM
499
Sterling Capital Management
North Carolina
$580K -$17.3K -468 -3%
WPP
500
Whalerock Point Partners
Rhode Island
$580K +$209K +5,628 +67%

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.