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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
SA
776
SRH Advisors
Kansas
$6.66K
NC
777
NewSquare Capital
Pennsylvania
$6.34K +$3.29K +87 +92%
CWP
778
Concord Wealth Partners
Virginia
$6.24K -$491 -13 -7%
B
779
Birchbrook
Maine
$6.15K
ZBNA
780
Zions Bancorporation, National Association
Utah
$6.13K +$6.65K +176 New
FPB
781
First PREMIER Bank
South Dakota
$6K
PCM
782
Penserra Capital Management
California
$6K
JAM
783
JCIC Asset Management
Ontario, Canada
$5.92K
AssetMark Inc
784
AssetMark Inc
California
$5.24K -$416 -11 -7%
FUBT
785
First United Bank & Trust
Maryland
$4.93K +$5.33K +141 New
AEPWM
786
Atlantic Edge Private Wealth Management
Florida
$4.88K +$5.29K +140 New
HWP
787
Highline Wealth Partners
California
$4.66K +$340 +9 +7%
CPG
788
Cornerstone Planning Group
New Jersey
$4.49K -$340 -9 -6%
HBW
789
Hazlett, Burt & Watson
West Virginia
$4K -$9.41K -249 -66%
MTIC
790
Missouri Trust & Investment Company
Missouri
$3.93K
T
791
Transce3nd
Texas
$3.67K -$46.8K -1,238 -92%
BFS
792
Bare Financial Services
Pennsylvania
$3.35K +$3.63K +96 New
ME
793
McIlrath & Eck
Washington
$3.09K
WTFG
794
Wood Tarver Financial Group
Idaho
$2.99K
MG
795
Mather Group
Illinois
$2.99K
SJIM
796
St. Johns Investment Management
Florida
$2.88K
CFD
797
Creative Financial Designs
Indiana
$2.36K
RWML
798
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.1K -$1.21K -32 -35%
RF
799
Rossby Financial
Florida
$1.97K +$2.12K +56 New
PWAM
800
Private Wealth Asset Management
Iowa
$1.83K +$2K +53 New

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.