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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
UCFA
626
United Capital Financial Advisors
Texas
$283K +$11.2K +301 +5%
VV
627
Verity & Verity
South Carolina
$282K
NDSI
628
Newman Dignan & Sheerar Inc
Rhode Island
$281K +$252K +6,810 New
VAF
629
Values Added Financial
District of Columbia
$278K -$58.4K -1,575 -19%
NEPPG
630
New England Professional Planning Group
Rhode Island
$278K
FTWA
631
Fifth Third Wealth Advisors
Ohio
$276K
FFM
632
Forum Financial Management
Illinois
$276K
EWA
633
EP Wealth Advisors
California
$273K +$245K +6,617 New
BAM
634
Belpointe Asset Management
Nevada
$271K +$18.9K +510 +8%
WPC
635
Wedmont Private Capital
Pennsylvania
$270K +$3.56K +96 +2%
AA
636
Addison Advisors
Vermont
$269K +$630 +17 +0.3%
WCM
637
Washburn Capital Management
Florida
$269K
SG Americas Securities
638
SG Americas Securities
New York
$268K +$9.56K +258 +4%
BFS
639
Bradley Foster & Sargent
Connecticut
$267K -$158K -4,268 -40%
HTC
640
Haverford Trust Company
Pennsylvania
$266K -$4.86K -131 -2%
LCWP
641
Legacy Capital Wealth Partners
Arkansas
$266K -$40.9K -1,104 -15%
DWA
642
Douglass Winthrop Advisors
New York
$266K
SWA
643
Strata Wealth Advisors
Texas
$263K -$569K -15,357 -71%
GC
644
Guggenheim Capital
Illinois
$261K -$40.8K -1,102 -15%
CW
645
CreativeOne Wealth
Kansas
$260K +$234K +6,309 New
GSEP
646
Golden State Equity Partners
California
$259K -$23.9K -644 -9%
TI
647
Tidal Investments
Wisconsin
$257K +$231K +6,234 New
FB
648
Fulton Bank
Pennsylvania
$255K +$14.5K +390 +7%
KWM
649
Keebeck Wealth Management
Illinois
$251K
LIC
650
Laurus Investment Counsel
Canada
$250K

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.