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Brookfield
BN

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: 66 → 74 (+8)

4% more funds holding

Funds holding: 818 → 852 (+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

Top Buyers

Rank Fund Capital Flow
1
LPC
Lone Pine Capital
Connecticut
+$312M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$207M
3
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$127M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$117M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$98.4M

Top Sellers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
-$270M
2
Select Equity Group
Select Equity Group
New York
-$132M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$120M
4
SCP
Soroban Capital Partners
New York
-$87.9M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$85.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
826
IFP Advisors
Florida
$5.75K -$14.9K -402 -74%
MTIC
827
Missouri Trust & Investment Company
Missouri
$4.64K – – –
ME
828
McIlrath & Eck
Washington
$3.65K – – –
SJIM
829
St. Johns Investment Management
Florida
$3.4K – – –
RWM
830
RMG Wealth Management
Wisconsin
$3.07K +$2.52K +68 New
WTFG
831
Wood Tarver Financial Group
Idaho
$3K – – –
BCMLT
832
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.79K -$15.8K -426 -86%
CFD
833
Creative Financial Designs
Indiana
$2.78K – – –
RF
834
Rossby Financial
Florida
$2.29K – – –
PWAM
835
Private Wealth Asset Management
Iowa
$2.17K – – –
OLVIG
836
Oliver Lagore Vanvalin Investment Group
Michigan
$2.15K +$2.3K +62 New
PWMG
837
Private Wealth Management Group
New Jersey
$2.12K – – –
TC
838
Trust Company
Kansas
$2.04K – – –
BIA
839
Bell Investment Advisors
California
$1.92K – – –
APW
840
Aventura Private Wealth
Florida
$1.73K – – –
RIL
841
Rothschild Investment LLC
Illinois
$1.17K – – –
SN
842
Sittner & Nelson
Oregon
$1.11K – – –
T
843
Transce3nd
Texas
$1.05K -$2.93K -79 -75%
C
844
Covestor
United Kingdom
$1K – – –
HFM
845
Harvest Fund Management
China
$1K – – –
BHWM
846
Beaird Harris Wealth Management
Texas
$990 +$889 +24 New
NMG
847
New Millennium Group
Utah
$804 – – –
ACA
848
American Capital Advisory
Idaho
$619 – – –
HNW
849
High Note Wealth
Minnesota
$309 – – –
DPW
850
DiNuzzo Private Wealth
Pennsylvania
$222 – – –
32 33
34
35 36

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.