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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
EAM
826
Empirical Asset Management
Massachusetts
-$96.3K -144,423 Closed
WP
827
WMS Partners
Maryland
-$4.76M -124,220 Closed
Allspring Global Investments
828
Allspring Global Investments
North Carolina
-$4.52M -118,023 Closed
CCS
829
Concentric Capital Strategies
Connecticut
-$2.72M -70,928 Closed
JSSH
830
J. Safra Sarasin Holding
-$2.69M -70,127 Closed
RC
831
Roundview Capital
New Jersey
-$2.52M -65,835 Closed
CSS
832
Cubist Systematic Strategies
Connecticut
-$1.95M -50,966 Closed
CPM
833
Connective Portfolio Management
New York
-$1.91M -49,965 Closed
NIM
834
Nexus Investment Management
Ontario, Canada
-$1.6M -41,852 Closed
AIM
835
Aigen Investment Management
New York
-$1.23M -32,108 Closed
Fayez Sarofim & Co
836
Fayez Sarofim & Co
Texas
-$1.16M -30,393 Closed
New York State Common Retirement Fund
837
New York State Common Retirement Fund
New York
-$912K -23,820 Closed
GWMIA
838
Global Wealth Management Investment Advisory
Florida
-$857K -22,383 Closed
QI
839
Qtron Investments
Massachusetts
-$794K -20,721 Closed
DADC
840
D.A. Davidson & Co
Montana
-$694K -18,131 Closed
HIP
841
HUB Investment Partners
Texas
-$689K -18,002 Closed
PP
842
Prudential plc
United Kingdom
-$675K -17,634 Closed
GCP
843
GSA Capital Partners
United Kingdom
-$643K -16,800 Closed
FIM
844
Freedom Investment Management
Connecticut
-$578K -15,104 Closed
BNP Paribas Asset Management
845
BNP Paribas Asset Management
France
-$589K -14,913 Closed
HF
846
HRT Financial
New York
-$538K -14,048 Closed
GC
847
Grimes & Company
Massachusetts
-$443K -11,555 Closed
CCG
848
Catalina Capital Group
California
-$397K -10,379 Closed
CNTOF
849
Canandaigua National Trust of Florida
New York
-$368K -9,618 Closed
AC
850
ASB Consultores
Florida
-$347K -9,057 Closed

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.