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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
NC
776
NewSquare Capital
Pennsylvania
$20K +$11.2K +303 +166%
FWA
777
Flagship Wealth Advisors
Massachusetts
$19.8K
HT
778
Headlands Technologies
Illinois
$19.6K -$78.6K -2,121 -82%
SAM
779
Smartleaf Asset Management
Massachusetts
$19.6K
SIS
780
Sound Income Strategies
Florida
$19.2K +$16.7K +450 +2,647%
AssetMark Inc
781
AssetMark Inc
California
$19.2K +$11.7K +315 +210%
CAM
782
Costello Asset Management
Pennsylvania
$19K
PAM
783
Parvin Asset Management
South Dakota
$18.9K +$17K +458 New
GSWM
784
Golden State Wealth Management
California
$18.3K
AGWCA
785
Annis Gardner Whiting Capital Advisors
Florida
$17.8K +$16K +431 New
PIS
786
POM Investment Strategies
North Carolina
$17.6K
CFO
787
CVA Family Office
Colorado
$17.3K
FNWA
788
Financial Network Wealth Advisors
Utah
$17.3K
MIM
789
MTM Investment Management
South Carolina
$17.1K +$15.4K +416 New
RF
790
Robinswood Financial
Washington
$16.3K
FMP
791
Financial Management Professionals
Texas
$16.1K
GIA
792
GHP Investment Advisors
Colorado
$16K
CI
793
Clal Insurance
Israel
$16K +$556 +15 +4%
BFPW
794
BOK Financial Private Wealth
Colorado
$15.5K +$13.9K +375 New
T
795
TOBAM
France
$15K +$9.89K +267 New
MYIA
796
Mount Yale Investment Advisors
Colorado
$14.9K +$13.5K +363 New
CWA
797
Carolina Wealth Advisors
South Carolina
$14.7K
SA
798
Scarborough Advisors
Maryland
$14.5K +$13.1K +353 New
JGIA
799
Jackson Grant Investment Advisers
Connecticut
$14.4K
HIA
800
Harbor Investment Advisory
Maryland
$14.3K

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.