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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
SS
701
SBI Securities
Japan
$183K +$11K +296 +7%
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$180K +$22.1K +597 +16%
SHM
703
Sagard Holdings Management
Ontario, Canada
$173K +$155K +4,196 New
PGAM
704
Princeton Global Asset Management
New Jersey
$164K -$1.15M -30,918 -89%
PA
705
Parallel Advisors
California
$161K +$68.2K +1,840 +89%
GI
706
GAMMA Investing
California
$152K +$9.41K +254 +7%
MHIP
707
Mountain Hill Investment Partners
New Jersey
$148K
TSMHT
708
Thurston Springer Miller Herd & Titak
Indiana
$142K +$18K +485 +16%
EWA
709
EverSource Wealth Advisors
Alabama
$142K -$4.3K -116 -3%
ANBT
710
American National Bank & Trust
Texas
$139K
IRAG
711
Investment Research & Advisory Group
Georgia
$139K
CFB
712
Cullen/Frost Bankers
Texas
$130K
SWM
713
Spire Wealth Management
Virginia
$118K -$5.49K -148 -5%
MAM
714
Morse Asset Management
Connecticut
$111K +$100K +2,700 New
UBP
715
Union Bancaire Privee
Switzerland
$107K +$55.6K +1,500 +96%
Group One Trading
716
Group One Trading
Illinois
$101K +$91.1K +2,459 New
BFP
717
Briaud Financial Planning
Texas
$100K
BCM
718
Berbice Capital Management
New York
$99K +$5.56K +150 +7%
MHR
719
Matthew Hamilton Rosenberg
$95.4K -$14.5K -391 -14%
CB
720
Community Bank
New York
$94.5K
PAI
721
Pittenger & Anderson Inc
Nebraska
$90.3K -$7.63K -206 -9%
CT
722
Coastline Trust
Rhode Island
$86.6K
SFFS
723
Stonehage Fleming Financial Services
Jersey
$86.3K +$77.6K +2,093 New
PFBT
724
Parkside Financial Bank & Trust
Missouri
$84.4K +$889 +24 +1%
Bank Julius Baer & Co
725
Bank Julius Baer & Co
Switzerland
$82.7K -$19.8K -534 -27%

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.