We are live on ! Find out more
BN icon

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
CCM
51
Check Capital Management
California
$182M -$2.8M -75,636 -2%
AIMCA
52
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$181M -$85.6M -2,309,271 -35%
SI
53
Scharf Investments
California
$175M -$39M -1,052,661 -20%
FAM
54
Fenimore Asset Management
New York
$160M -$270K -7,285 -0.2%
BAMCO Inc
55
BAMCO Inc
New York
$155M +$27.4M +739,817 +24%
Massachusetts Financial Services
56
Massachusetts Financial Services
Massachusetts
$155M -$1.25M -33,838 -0.9%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$154M +$750K +20,251 +0.5%
AM
58
AGF Management
Ontario, Canada
$151M +$9.12M +246,186 +7%
MSC
59
MUFG Securities (Canada)
New York
$150M +$13.5M +364,789 +11%
NHAS
60
Novo Holdings A/S
Denmark
$144M
OAC
61
OMERS Administration Corp
Ontario, Canada
$143M
PMAM
62
Picton Mahoney Asset Management
Ontario, Canada
$141M +$127M +3,420,299 New
CCMIC
63
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$137M -$78.4K -2,115 -0.1%
Deutsche Bank
64
Deutsche Bank
Germany
$132M +$13.3M +359,741 +13%
UBS Group
65
UBS Group
Switzerland
$126M +$2.1M +56,700 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
66
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M +$19.6M +529,976 +21%
ClearBridge Investments
67
ClearBridge Investments
New York
$124M -$6.74M -181,977 -6%
UBS AM
68
UBS AM
Illinois
$120M +$7.39M +199,542 +7%
MCI
69
McDonald Capital Investors
California
$120M -$3.41M -92,087 -3%
AC
70
Addenda Capital
Quebec, Canada
$117M -$15.6M -420,553 -17%
CS
71
Cannell & Spears
New York
$115M -$2.82M -76,158 -3%
GCC
72
Guardian Capital (Canada)
Ontario, Canada
$107M +$4.35M +117,363 +5%
DMIC
73
Dixon Mitchell Investment Counsel
British Columbia, Canada
$106M +$2.1M +56,631 +2%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$105M -$1.72M -46,364 -2%
Ameriprise
75
Ameriprise
Minnesota
$103M -$26.9M -727,086 -23%

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.