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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
ANTB
576
AMG National Trust Bank
Colorado
$366K +$1.11K +30 +0.3%
CA
577
Cortland Associates
Missouri
$365K -$1.11K -30 -0.3%
GT
578
Greenleaf Trust
Michigan
$362K +$6.78K +183 +2%
RYIA
579
Roehl & Yi Investment Advisors
Oregon
$359K -$103K -2,789 -24%
Susquehanna International Group
580
Susquehanna International Group
Pennsylvania
$356K -$321K -8,666 -50%
PFA
581
Pure Financial Advisors
California
$355K -$1.89K -51 -0.6%
QIM
582
Quantitative Investment Management
Virginia
$354K -$34.1K -919 -10%
SCP
583
Sivia Capital Partners
California
$353K +$77.6K +2,094 +32%
GAM
584
Gould Asset Management
California
$352K -$11.4K -308 -3%
VCA
585
Verdence Capital Advisors
Maryland
$350K +$3.19K +86 +1%
FFA
586
Farther Finance Advisors
California
$349K +$28.6K +772 +10%
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$349K
ESB
588
Essex Savings Bank
Connecticut
$347K +$29.7K +801 +11%
GAM
589
Griffin Asset Management
New York
$346K -$43.2K -1,166 -12%
KCM
590
Kathmere Capital Management
Pennsylvania
$346K +$311K +8,400 New
AF
591
Allworth Financial
California
$345K +$200K +5,394 +181%
GPA
592
Guerra Pan Advisors
New Jersey
$345K
SWP
593
Sagespring Wealth Partners
Tennessee
$344K +$309K +8,334 New
HNB
594
Huntington National Bank
Ohio
$339K +$5.49K +148 +2%
WAM
595
Walker Asset Management
Missouri
$336K
CA
596
Clearstead Advisors
Ohio
$333K +$186K +5,028 +166%
SWM
597
Sendero Wealth Management
Texas
$324K +$59.8K +1,615 +26%
CFG
598
Citizens Financial Group
Rhode Island
$323K +$41.6K +1,122 +17%
BTW
599
Boston Trust Walden
Massachusetts
$322K
CNTOF
600
Canandaigua National Trust of Florida
New York
$322K +$290K +7,820 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.