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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
SWM
676
SeaCrest Wealth Management
New York
$218K +$196K +5,295 New
JSSH
677
J. Safra Sarasin Holding
$217K +$195K +5,267 New
NCM
678
Northside Capital Management
Oregon
$216K +$195K +5,250 New
FLPIM
679
F.L. Putnam Investment Management
Massachusetts
$216K +$194K +5,229 New
HCA
680
Harbour Capital Advisors
Virginia
$215K +$192K +5,175 New
CH
681
Cromwell Holdings
Wyoming
$215K
CWA
682
Canvas Wealth Advisors
Kansas
$214K +$176K +4,752 New
GC
683
Grimes & Company
Massachusetts
$213K +$192K +5,175 New
WFA
684
Wellspring Financial Advisors
Ohio
$212K +$191K +5,151 New
PWP
685
Principle Wealth Partners
Connecticut
$212K +$190K +5,138 New
Wealthfront Advisers
686
Wealthfront Advisers
California
$210K +$189K +5,094 New
OFW
687
Omnia Family Wealth
Florida
$208K +$188K +5,061 New
RSWM
688
Robertson Stephens Wealth Management
California
$208K +$187K +5,045 New
HIP
689
HUB Investment Partners
Texas
$207K +$186K +5,012 New
TTWM
690
TCV Trust & Wealth Management
Virginia
$206K +$185K +4,998 New
PVI
691
Pine Valley Investments
New Jersey
$204K +$183K +4,937 New
DADC
692
D.A. Davidson & Co
Montana
$202K +$182K +4,899 New
OAM
693
Occidental Asset Management
California
$202K +$181K +4,892 New
NP
694
NorthRock Partners
Minnesota
$201K +$181K +4,874 New
AWA
695
Arete Wealth Advisors
Illinois
$200K -$423K -11,410 -70%
OWA
696
Opal Wealth Advisors
New York
$199K -$41.5K -1,119 -19%
PPC
697
Park Place Capital
Alabama
$193K -$704 -19 -0.4%
BIG
698
Brooklyn Investment Group
New York
$191K +$114K +3,087 +200%
SOW
699
State of Wyoming
Wyoming
$189K -$193K -5,202 -53%
POIA
700
Pin Oak Investment Advisors
Texas
$186K

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.