We are live on ! Find out more
BN icon

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
AWM
876
AE Wealth Management
Kansas
-$658K -18,827 Closed
MWA
877
Midland Wealth Advisors
Illinois
-$653K -18,690 Closed
OCM
878
One Capital Management
California
-$557K -15,950 Closed
MIM
879
Meixler Investment Management
Arizona
-$555K -15,875 Closed
B
880
Bensler
Washington
-$517K -14,805 Closed
BS
881
Banco Santander
Spain
-$509K -14,559 Closed
FC
882
FORA Capital
Florida
-$418K -11,960 Closed
SW
883
SVB Wealth
Massachusetts
-$365K -10,452 Closed
GEM
884
Global Endowment Management
North Carolina
-$359K -10,275 Closed
G
885
GenTrust
Florida
-$348K -9,968 Closed
Nomura Holdings
886
Nomura Holdings
Japan
-$321K -9,195 Closed
IC
887
Inscription Capital
Texas
-$227K -8,145 Closed
BAM
888
Berkshire Asset Management
Pennsylvania
-$266K -6,926 Closed
ECM
889
Evergreen Capital Management
Washington
-$226K -6,467 Closed
EW
890
Evoke Wealth
California
-$223K -6,372 Closed
SRC
891
Shufro Rose & Co
New York
-$216K -6,195 Closed
BFO
892
Biltmore Family Office
North Carolina
-$210K -6,000 Closed
CIAM
893
Caitong International Asset Management
Hong Kong
-$202K -5,790 Closed
QC
894
Quent Capital
New York
-$159K -4,556 Closed
EI
895
eCIO Inc
Wisconsin
-$111K -3,189 Closed
CAWM
896
Capital A Wealth Management
Pennsylvania
-$88.5K -2,532 Closed
WF
897
Wayfinding Financial
Washington
-$65K -1,884 Closed
SC
898
SouthState Corp
Florida
-$59.1K -1,691 Closed
CA
899
Continuum Advisory
Idaho
-$50.1K -1,434 Closed
PC
900
Promus Capital
Illinois
-$49.8K -1,427 Closed

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.