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Brookfield

819 hedge funds and large institutions have $53.5B invested in Brookfield in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 274 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $85.7M | Put options by funds: $30.4M

13% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 68

7.63% more ownership

Funds ownership: 94.52%102.14% (+7.6%)

4% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 274

1% less funds holding

Funds holding: 825819 (-6)

3% less funds holding in top 10

Funds holding in top 10: 6866 (-2)

10% less capital invested

Capital invested by funds: $59.6B → $53.5B (-$6.09B)

Holders
819
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
10.98%
Holding in Top 10
66
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.94%
% of All Funds
0.88%
New
77
Increased
285
Reduced
274
Closed
68
Calls
$85.7M
Puts
$30.4M
Net Calls
+$55.3M
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$165M -$10M -265,204 -5%
CI Investments Inc
52
CI Investments Inc
Ontario, Canada
$163M -$6.51M -172,261 -4%
CCM
53
Check Capital Management
California
$157M -$168K -4,444 -0.1%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$147M +$13.9M +366,770 +10%
FAM
55
Fenimore Asset Management
New York
$136M -$343K -9,077 -0.2%
Massachusetts Financial Services
56
Massachusetts Financial Services
Massachusetts
$132M +$1.74M +46,020 +1%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$129M +$1.34M +35,385 +1%
AC
58
Addenda Capital
Quebec, Canada
$126M -$8.52M -225,356 -8%
NHAS
59
Novo Holdings A/S
Denmark
$122M -$26.5M -702,000 -17%
OAC
60
OMERS Administration Corp
Ontario, Canada
$121M
AM
61
AGF Management
Ontario, Canada
$120M +$21.6M +571,736 +20%
CCMIC
62
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$116M -$3.41M -90,218 -3%
MSC
63
MUFG Securities (Canada)
New York
$114M -$107K -2,832 -0.1%
Ameriprise
64
Ameriprise
Minnesota
$113M +$897K +23,736 +0.8%
ClearBridge Investments
65
ClearBridge Investments
New York
$111M -$5.64M -149,308 -4%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$110M +$3.55M +93,891 +3%
BAMCO Inc
67
BAMCO Inc
New York
$106M -$21.3M -562,241 -16%
MCI
68
McDonald Capital Investors
California
$105M -$1.2M -31,615 -1%
UBS Group
69
UBS Group
Switzerland
$105M -$3.52M -93,126 -3%
CS
70
Cannell & Spears
New York
$100M -$4M -105,789 -4%
Deutsche Bank
71
Deutsche Bank
Germany
$98.9M +$9.34M +246,996 +10%
UBS AM
72
UBS AM
Illinois
$95.1M +$16M +424,255 +18%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$90.8M -$12.3M -324,771 -11%
DMIC
74
Dixon Mitchell Investment Counsel
British Columbia, Canada
$87.6M +$3.19M +84,431 +3%
GCC
75
Guardian Capital (Canada)
Ontario, Canada
$86.9M -$12.6M -332,685 -12%

BN Hedge Fund Activity: Q1 2025 in Review

819 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2025, worth a combined $53.5B — down 10% from $59.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BN positions and 68 closed out — a net gain of 9 holders — while 285 added to existing stakes and 274 trimmed.

The largest buyer was Capital World Investors, adding an estimated $359M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $324M.

  • 819 institutional investors held Brookfield (BN) as of Q1 2025, down from 825 in Q4 2024.
  • Funds reported $53.5B of Brookfield stock for Q1 2025, down 10% quarter-over-quarter.
  • 77 funds opened new Brookfield positions in Q1 2025 and 68 closed out, a net change of +9 holders.
  • The largest Brookfield buyer in Q1 2025 was Capital World Investors, an estimated $359M added.
  • The largest Brookfield seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $324M sold.

Based on aggregated 13F filings for Q1 2025.