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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
IC
526
Iconiq Capital
California
$475K -$92.7K -2,502 -18%
VFA
527
Voya Financial Advisors
Connecticut
$474K -$18.4K -496 -4%
FCP
528
Fidelis Capital Partners
Florida
$472K -$20.3K -547 -5%
COFSG
529
Carbahal Olsen Financial Services Group
California
$472K
AWAU
530
Alliance Wealth Advisors (Utah)
Utah
$471K +$19.3K +522 +5%
HP
531
Hikari Power
Japan
$464K -$139K -3,750 -25%
IB
532
Intrust Bank
Kansas
$461K +$68.9K +1,860 +20%
ACM
533
Advisors Capital Management
New Jersey
$460K +$12.8K +345 +3%
JWCA
534
J.W. Cole Advisors
Florida
$459K +$28.6K +772 +7%
BWA
535
Bordeaux Wealth Advisors
California
$455K
LPT
536
Legacy Private Trust
Wisconsin
$455K
CCA
537
Checchi Capital Advisers
California
$454K -$1.89K -51 -0.5%
BMCM
538
Bryn Mawr Capital Management
Pennsylvania
$454K
CSI
539
Cross Staff Investments
New York
$451K
WSCM
540
Wellington Shields Capital Management
New York
$449K
TCOO
541
Trust Company of Oklahoma
Oklahoma
$447K
XT
542
XTX Topco
Cayman Islands
$434K -$2.65M -71,567 -87%
NL
543
NWAM LLC
Washington
$433K +$15.5K +417 +4%
FFG
544
Frisch Financial Group
New York
$432K -$26.1K -705 -6%
IWM
545
IHT Wealth Management
Illinois
$430K -$33K -891 -8%
HDIM
546
Hanson & Doremus Investment Management
Vermont
$430K
WHG
547
Westwood Holdings Group
Texas
$430K +$1.59K +43 +0.4%
SI
548
Stephens Inc
Arkansas
$425K +$37.6K +1,015 +11%
WFI
549
West Family Investments
California
$425K +$158K +4,271 +71%
NHC
550
Nicholas Hoffman & Company
Georgia
$424K +$20.2K +544 +6%

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.