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Brookfield
BN

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: 825 → 819 (-6)

3% less funds holding in top 10

Funds holding in top 10: 68 → 66 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$359M
2
PSCM
Pershing Square Capital Management
New York
+$347M
3
Goldman Sachs
Goldman Sachs
New York
+$198M
4
ROTUOC
Regents of the University of California
California
+$187M
5
Bank of America
Bank of America
North Carolina
+$84.2M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$324M
2
Select Equity Group
Select Equity Group
New York
-$241M
3
Charles Schwab
Charles Schwab
California
-$218M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$184M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
876
Aspetuck Financial Management
Connecticut
– -$24.2K -632 Closed
BWL
877
Bogart Wealth LLC
Virginia
– -$7.93K -207 Closed
DRP
878
Decker Retirement Planning
Utah
– -$6.72K -176 Closed
CAS
879
Coppell Advisory Solutions
Texas
– -$4.53K -119 Closed
PSFG
880
Park Square Financial Group
Georgia
– -$4.31K -113 Closed
FWM
881
FLP Wealth Management
Arkansas
– -$2.93K -77 Closed
FG
882
Fairman Group
Pennsylvania
– -$2.87K -75 Closed
VHAM
883
Van Hulzen Asset Management
California
– -$2.76K -72 Closed
EBA
884
Eagle Bay Advisors
New York
– -$1.44K -38 Closed
PWA
885
Physician Wealth Advisors
Utah
– -$1.15K -30 Closed
HFS
886
Horizon Financial Services
North Carolina
– -$575 -15 Closed
S
887
Sachetta
Massachusetts
– -$84 -2 Closed
32 33 34 35
36

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.