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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
751
Sunbelt Securities
Texas
$41.7K +$25.1K +676 +164%
HWA
752
HHM Wealth Advisors
Tennessee
$40.6K
AF
753
Advisornet Financial
Minnesota
$39.8K
CSPIA
754
Cary Street Partners Investment Advisory
Virginia
$39.1K +$18.3K +495 +109%
DAM
755
Delta Asset Management
Tennessee
$38.6K
LFG
756
Larson Financial Group
Missouri
$36.7K +$14.6K +395 +80%
DJSG
757
D.J. St. Germain
Massachusetts
$33.5K
AAS
758
Ameritas Advisory Services
Nebraska
$32.6K +$29.3K +791 New
NC
759
North Capital
Utah
$32.2K
TPWA
760
Twin Peaks Wealth Advisors
California
$32.2K +$27.3K +737 New
CPA
761
Compass Planning Associates
Massachusetts
$31.9K +$37 +1 +0.1%
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.8K -$16.7K -450 -37%
CA
763
CoreCap Advisors
Michigan
$30.9K
NECFA
764
New England Capital Financial Advisors
Connecticut
$30.9K +$37 +1 +0.1%
HNB
765
Hilltop National Bank
Wyoming
$29.9K +$26.9K +725 New
MCM
766
Manchester Capital Management
Vermont
$27K -$7K -189 -22%
TC
767
Truvestments Capital
Florida
$26.4K
BTI
768
Blue Trust Inc
Georgia
$25.6K +$5.04K +136 +28%
WPWM
769
Western Pacific Wealth Management
Illinois
$24.2K
WSC
770
Wellington Shields & Co
New York
$23.2K
BGAI
771
Bruce G. Allen Investments
Colorado
$23.2K +$2.74K +74 +15%
AWM
772
Accredited Wealth Management
Kentucky
$22.9K
TPCW
773
TD Private Client Wealth
New York
$22.4K +$19.8K +535 +6,688%
OC
774
Oakworth Capital
Alabama
$22.3K -$1.89K -51 -9%
FGA
775
Fortis Group Advisors
New Jersey
$20.8K

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.