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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
HPC
601
HM Payson & Co
Maine
$322K
BC
602
Bridgefront Capital
Texas
$319K +$28.8K +778 +11%
MLL
603
Moody Lynn & Lieberson
Massachusetts
$316K -$14.8K -400 -5%
VF
604
Virtu Financial
New York
$314K +$283K +7,626 New
PCM
605
Prospera Capital Management
Arizona
$314K
ACGA
606
Atlanta Consulting Group Advisors
Georgia
$314K
AWM
607
Axxcess Wealth Management
California
$310K +$2.33K +63 +0.8%
FNBT
608
FineMark National Bank & Trust
Florida
$309K +$278K +7,500 New
FSA
609
Financial Security Advisor
Virginia
$309K
VFA
610
Valeo Financial Advisors
Indiana
$308K +$47.1K +1,272 +21%
DWM
611
Diversify Wealth Management
Utah
$307K -$36.4K -983 -12%
IFWM
612
Institute for Wealth Management
Colorado
$306K +$275K +7,416 New
AGP
613
Autumn Glory Partners
Texas
$302K
BL
614
BFSG LLC
California
$299K
MCCA
615
Mill Creek Capital Advisors
Pennsylvania
$299K +$269K +7,256 New
IA
616
IFC Advisors
California
$298K +$4.04K +109 +2%
GCP
617
GSA Capital Partners
United Kingdom
$298K +$268K +7,233 New
QCM
618
QRG Capital Management
Illinois
$293K +$30.6K +825 +13%
TC
619
TAGStone Capital
North Carolina
$288K
EI
620
Ellevest Inc
New York
$287K +$258K +6,971 New
JIC
621
Joel Isaacson & Co
New York
$286K
CCM
622
Canal Capital Management
Virginia
$286K +$257K +6,933 New
RCAG
623
Rehmann Capital Advisory Group
Michigan
$284K
FVWA
624
Foster Victor Wealth Advisors
South Carolina
$283K +$37 +1 +0%
MFG
625
Merit Financial Group
Georgia
$283K +$11.9K +321 +5%

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.