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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
SO
726
Sierra Ocean
California
$82.1K +$1.3K +35 +2%
ACM
727
Accent Capital Management
Ohio
$80K -$12.5K -337 -15%
TRCT
728
Tower Research Capital (TRC)
New York
$79.2K -$2.67M -72,053 -97%
Nisa Investment Advisors
729
Nisa Investment Advisors
Missouri
$71.7K
CTC
730
Central Trust Company
Missouri
$69.6K +$62.6K +1,688 New
CCM
731
Carderock Capital Management
Maryland
$68K +$61.1K +1,650 New
AG
732
AmeriFlex Group
Nevada
$67.4K
FHA
733
First Horizon Advisors
Tennessee
$64.9K -$247K -6,666 -81%
AC
734
AlphaCore Capital
California
$63.3K +$56.9K +1,536 New
SL
735
Salomon & Ludwin
Virginia
$62.1K +$55.1K +1,488 New
AFG
736
Albion Financial Group
Utah
$61.9K
PTC
737
Private Trust Company
Ohio
$57.4K
Fifth Third Bancorp
738
Fifth Third Bancorp
Ohio
$57K +$2.41K +65 +5%
PB
739
Pinnacle Bancorp
Nebraska
$56.3K -$1.89K -51 -4%
PWMG
740
Prestige Wealth Management Group
New Jersey
$53.5K
TH
741
TCTC Holdings
Texas
$53K -$3.78K -102 -7%
FGC
742
Financial Gravity Companies
Texas
$51.3K +$46.1K +1,245 New
TFA
743
Toth Financial Advisory
Virginia
$49.5K
TFIPS
744
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.3K
FWM
745
FSA Wealth Management
Massachusetts
$48.7K
KPP
746
Kings Path Partners
Texas
$46.5K
CTA
747
Colonial Trust Advisors
South Carolina
$45.3K +$5.56K +150 +16%
BCM
748
Boreal Capital Management
Florida
$43.3K +$38.9K +1,050 New
HIIFS
749
Harel Insurance Investments & Financial Services
Israel
$43K
GWSG
750
GPS Wealth Strategies Group
Colorado
$41.9K +$111 +3 +0.3%

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.