BN icon

Brookfield
BN

Overview Fund Activity

835 hedge funds and large institutions have $62.8B invested in Brookfield in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 268 increasing their positions, 277 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+34
Holders Change %
+4.24%
% of All Funds
11.19%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
0.97%
New
109
Increased
268
Reduced
277
Closed
59
Calls
$129M
Puts
$102M
Net Calls
+$27.4M
Net Calls Change
-$27.9M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$348M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$231M
3
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$141M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$130M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$111M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$301M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$233M
3
Select Equity Group
Select Equity Group
New York
-$146M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$134M
5
SCP
Soroban Capital Partners
New York
-$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
801
Bellevue Asset Management
Washington
$8.47K +$371 +6 +5%
SA
802
SRH Advisors
Kansas
$7.86K – – –
CWP
803
Concord Wealth Partners
Virginia
$7.36K – – –
ZBNA
804
Zions Bancorporation, National Association
Utah
$7.18K -$62 -1 -0.9%
PCM
805
Penserra Capital Management
California
$7K – – –
FPB
806
First PREMIER Bank
South Dakota
$7K – – –
HWP
807
Highline Wealth Partners
California
$6.8K +$1.3K +21 +24%
VCM
808
Versant Capital Management
Arizona
$6.61K -$47.3K -766 -88%
FUBT
809
First United Bank & Trust
Maryland
$5.81K – – –
IA
810
IFP Advisors
Florida
$5.75K -$16.6K -268 -74%
MTIC
811
Missouri Trust & Investment Company
Missouri
$4.64K – – –
ME
812
McIlrath & Eck
Washington
$3.65K – – –
SJIM
813
St. Johns Investment Management
Florida
$3.4K – – –
RWM
814
RMG Wealth Management
Wisconsin
$3.07K +$3.07K +45 New
WTFG
815
Wood Tarver Financial Group
Idaho
$3K – – –
BCMLT
816
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.79K -$17.6K -284 -86%
CFD
817
Creative Financial Designs
Indiana
$2.78K – – –
RF
818
Rossby Financial
Florida
$2.29K – – –
PWAM
819
Private Wealth Asset Management
Iowa
$2.17K – – –
OLVIG
820
Oliver Lagore Vanvalin Investment Group
Michigan
$2.15K +$2.15K +41 New
PWMG
821
Private Wealth Management Group
New Jersey
$2.12K – – –
TC
822
Trust Company
Kansas
$2.04K – – –
BIA
823
Bell Investment Advisors
California
$1.92K – – –
RIL
824
Rothschild Investment LLC
Illinois
$1.17K – – –
SN
825
Sittner & Nelson
Oregon
$1.11K – – –
31 32
33
34 35