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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
PWA
651
Provenance Wealth Advisors
Florida
$250K -$5.26K -142 -2%
AAP
652
Arax Advisory Partners
Colorado
$249K +$224K +6,045 New
DFA
653
DHJJ Financial Advisors
Illinois
$248K +$222K +6,000 +75,000%
EI
654
Ethic Inc
New York
$248K -$43.6K -1,176 -16%
LBC
655
Lowe Brockenbrough & Co
Virginia
$245K
IAS
656
Insigneo Advisory Services
Florida
$245K -$556 -15 -0.3%
Thrivent Financial for Lutherans
657
Thrivent Financial for Lutherans
Minnesota
$243K -$7.6K -205 -3%
LAM
658
Lummis Asset Management
Texas
$243K
ACA
659
Aptus Capital Advisors
Alabama
$242K +$148 +4 +0.1%
TA
660
Tactive Advisors
Florida
$241K +$217K +5,849 New
DS
661
DRW Securities
Illinois
$240K +$196K +5,283 New
Capstone Investment Advisors
662
Capstone Investment Advisors
New York
$238K +$214K +5,769 New
AWM
663
Aprio Wealth Management
Georgia
$238K +$214K +5,762 New
SIC
664
SFE Investment Counsel
California
$234K -$102K -2,757 -33%
AG
665
Ascent Group
Virginia
$230K +$207K +5,579 New
JIC
666
Johnson Investment Counsel
Ohio
$228K +$205K +5,532 New
EWM
667
Empirical Wealth Management
Washington
$228K -$49.5K -1,335 -19%
EGM
668
Engineers Gate Manager
New York
$227K +$204K +5,495 New
RhumbLine Advisers
669
RhumbLine Advisers
Massachusetts
$226K -$185 -5 -0.1%
FWTB
670
First Western Trust Bank
Colorado
$224K +$201K +5,429 New
BAM
671
Brave Asset Management
New Jersey
$222K +$200K +5,400 New
HI
672
Harbour Investments
Wisconsin
$222K
BI
673
Ballast Inc
Kentucky
$220K +$197K +5,325 New
CSP
674
Cary Street Partners
Virginia
$219K -$7.89K -213 -4%
WBCM
675
Wilson & Boucher Capital Management
California
$219K +$197K +5,315 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.