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Brookfield

940 hedge funds and large institutions have $64.6B invested in Brookfield in 2026 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 307 increasing their positions, 323 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 62

8% more capital invested

Capital invested by funds: $59.9B → $64.6B (+$4.7B)

3% more funds holding

Funds holding: 917940 (+23)

10% more call options, than puts

Call options by funds: $149M | Put options by funds: $136M

0.99% more ownership

Funds ownership: 60.34%61.33% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 6262 (0)

5% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 323

Holders
940
Holders Change
+23
Holders Change %
+2.51%
% of All Funds
11.35%
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.75%
New
102
Increased
307
Reduced
323
Closed
62
Calls
$149M
Puts
$136M
Net Calls
+$13M
Net Calls Change
-$93.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Asset Management
51
Vanguard Asset Management
$161M +$18.4M +410,634 +12%
Capital Research Global Investors
52
Capital Research Global Investors
California
$159M -$24.8M -554,603 -13%
CBU
53
CIBC Bancorp USA
Illinois
$155M -$6.4M -143,197 -4%
BAM
54
BCV Asset Management
$154M -$3.03M -67,848 -2%
BCIM
55
British Columbia Investment Management
British Columbia, Canada
$151M +$41.7M +932,682 +36%
NHAS
56
Novo Holdings A/S
Denmark
$150M
CB
57
Cooke & Bieler
Pennsylvania
$148M -$1.94M -43,322 -1%
FAM
58
Fenimore Asset Management
New York
$147M +$1.05M +23,525 +0.7%
Deutsche Bank
59
Deutsche Bank
Germany
$142M +$4.88M +109,137 +3%
GCC
60
Guardian Capital (Canada)
Ontario, Canada
$142M +$26M +581,599 +21%
CCMIC
61
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$138M +$3.61M +80,738 +3%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$137M +$75.6M +1,690,057 +111%
AC
63
Addenda Capital
Quebec, Canada
$132M +$488K +10,911 +0.5%
MSC
64
MUFG Securities (Canada)
New York
$129M -$11M -247,113 -8%
CS
65
Cannell & Spears
New York
$126M +$11.4M +255,464 +9%
Aristotle Capital Management
66
Aristotle Capital Management
California
$126M -$7.39M -165,352 -5%
QC
67
Quadrature Capital
United Kingdom
$122M +$121M +2,709,700 +1,852%
Stifel Financial
68
Stifel Financial
Missouri
$121M +$17.4M +389,329 +16%
CI Investments Inc
69
CI Investments Inc
Ontario, Canada
$119M -$28.4M -634,381 -18%
Amundi
70
Amundi
France
$118M +$3.15M +70,485 +3%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$115M -$40.5M -906,454 -25%
ClearBridge Investments
72
ClearBridge Investments
New York
$114M -$3.92M -87,558 -3%
AM
73
AGF Management
Ontario, Canada
$112M -$28.6M -638,992 -20%
SI
74
Scharf Investments
California
$110M -$7.4M -165,564 -6%
Wells Fargo
75
Wells Fargo
California
$107M -$78.6M -1,757,577 -41%

BN Hedge Fund Activity: Q2 2026 in Review

940 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2026, worth a combined $64.6B — up 7.8% from $59.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new BN positions and 62 closed out — a net gain of 40 holders — while 307 added to existing stakes and 323 trimmed.

The largest buyer was UBS Group, adding an estimated $386M. The largest seller was Lone Pine Capital, cutting an estimated $466M.

  • 940 institutional investors held Brookfield (BN) as of Q2 2026, up from 917 in Q1 2026.
  • Funds reported $64.6B of Brookfield stock for Q2 2026, up 7.8% quarter-over-quarter.
  • 102 funds opened new Brookfield positions in Q2 2026 and 62 closed out, a net change of +40 holders.
  • The largest Brookfield buyer in Q2 2026 was UBS Group, an estimated $386M added.
  • The largest Brookfield seller in Q2 2026 was Lone Pine Capital, an estimated $466M sold.

Based on aggregated 13F filings for Q2 2026.