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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
B
801
Birchbrook
Maine
$13.8K +$6.82K +184 +96%
GWP
802
Gen-Wealth Partners
Michigan
$13.4K
JWA
803
JFS Wealth Advisors
Pennsylvania
$13.2K
LWA
804
Lowe Wealth Advisors
Maryland
$12.4K
HFS
805
Hughes Financial Services
Virginia
$11.9K
CT
806
Caldwell Trust
Florida
$11.9K
VWA
807
VSM Wealth Advisory
Maryland
$11.9K
BFS
808
Bare Financial Services
Pennsylvania
$10.9K +$6.23K +168 +175%
CPG
809
Cornerstone Planning Group
New Jersey
$10.7K +$4K +108 +82%
NSIM
810
North Star Investment Management
Illinois
$10.4K
CAM
811
Chesapeake Asset Management
New York
$10.3K -$9.6K -259 -51%
DF
812
Dunhill Financial
United Kingdom
$9.9K
PW
813
Pandora Wealth
Illinois
$9.65K
EB
814
Eastern Bank
Massachusetts
$9.34K
OPTFSNA
815
Old Point Trust & Financial Services N A
Virginia
$9.28K
RI
816
Ridgewood Investments
New Jersey
$8.78K
BAM
817
Bellevue Asset Management
Washington
$8.47K +$334 +9 +5%
SA
818
SRH Advisors
Kansas
$7.86K
CWP
819
Concord Wealth Partners
Virginia
$7.36K
ZBNA
820
Zions Bancorporation, National Association
Utah
$7.17K -$74 -2 -1%
FPB
821
First PREMIER Bank
South Dakota
$7K
PCM
822
Penserra Capital Management
California
$7K
HWP
823
Highline Wealth Partners
California
$6.8K +$1.15K +31 +23%
VCM
824
Versant Capital Management
Arizona
$6.61K -$42.6K -1,149 -88%
FUBT
825
First United Bank & Trust
Maryland
$5.81K

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.