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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
SQA
551
Simon Quick Advisors
New Jersey
$423K -$116K -3,129 -23%
DWT
552
Dorsey & Whitney Trust
South Dakota
$421K -$3.45K -93 -0.9%
BP
553
BBR Partners
New York
$417K
EAM
554
Evanson Asset Management
California
$416K +$374K +10,091 New
NA
555
NewEdge Advisors
Louisiana
$415K +$235K +6,329 +170%
PAW
556
Plan A Wealth
Nebraska
$413K
MFS
557
Mirabella Financial Services
United Kingdom
$406K -$4.59M -123,952 -93%
MCWA
558
Meadow Creek Wealth Advisors
Georgia
$404K -$12K -323 -3%
USCWA
559
U.S. Capital Wealth Advisors
Texas
$398K -$1.93K -52 -0.5%
SRL
560
Scientech Research LLC
New Jersey
$397K -$605K -16,325 -63%
PP
561
PDS Planning
Ohio
$396K +$53.7K +1,449 +18%
CT
562
Colonial Trust
South Carolina
$390K -$10K -270 -3%
MIF
563
Mediolanum International Funds
Ireland
$390K
FWP
564
Firethorn Wealth Partners
Georgia
$387K -$125K -3,372 -26%
CCWM
565
Cassaday & Co Wealth Management
Virginia
$384K
GCM
566
Genus Capital Management
British Columbia, Canada
$383K -$976K -26,331 -74%
HWA
567
Heartwood Wealth Advisors
Virginia
$378K
TF
568
Tenon Financial
New Jersey
$378K
WWC
569
Waypoint Wealth Counsel
Georgia
$378K
M&T Bank
570
M&T Bank
New York
$377K -$134K -3,606 -28%
GWM
571
Gibbs Wealth Management
Georgia
$375K +$24K +648 +8%
UB
572
UMB Bank
Missouri
$371K -$1.19K -32 -0.4%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$370K
CFP
574
Catalyst Financial Partners
Massachusetts
$367K
GRP
575
Global Retirement Partners
California
$366K +$329K +8,871 New

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.