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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
Caisse de Depot et Placement du Quebec (CDPQ)
76
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$86.7M -$29.3M -776,136 -24%
Northern Trust
77
Northern Trust
Illinois
$86.5M +$12.5M +329,428 +15%
MAMU
78
Marathon Asset Management (UK)
United Kingdom
$83.5M -$2.25M -59,443 -2%
Stifel Financial
79
Stifel Financial
Missouri
$82.6M +$375K +9,919 +0.4%
SRAIM
80
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$81.1M +$2.18M +57,788 +3%
BCIM
81
British Columbia Investment Management
British Columbia, Canada
$80.1M +$50.9M +1,347,063 +142%
SFG
82
Sather Financial Group
Texas
$77M -$3.05M -80,821 -4%
JVBC
83
J.V. Bruni & Co
Colorado
$76.5M -$808K -21,381 -1%
AF
84
Aviso Financial
Ontario, Canada
$71.3M -$8.22M -217,568 -10%
Raymond James Financial
85
Raymond James Financial
Florida
$70.6M -$5.36M -141,879 -7%
MGP
86
M&G plc
United Kingdom
$68.7M +$3.74M +99,040 +5%
ZIG
87
Zurich Insurance Group
Switzerland
$68.4M +$22.1M +584,408 +43%
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
$68.1M -$12.4M -328,176 -14%
HKAM
89
Horizon Kinetics Asset Management
New York
$63.5M -$437K -11,568 -0.6%
MAM
90
Madison Asset Management
Wisconsin
$62.7M -$998K -26,413 -1%
BAM
91
Burgundy Asset Management
Ontario, Canada
$58.6M -$735K -19,438 -1%
Wellington Management Group
92
Wellington Management Group
Massachusetts
$58.1M +$5.44M +143,853 +9%
HWA
93
Heritage Wealth Advisors
Virginia
$57.4M +$1.36M +36,058 +2%
Aviva
94
Aviva
United Kingdom
$55.5M +$8.42M +222,840 +16%
HIM
95
HughesLittle Investment Management
$54.9M +$192K +5,070 +0.3%
BRIM
96
Broad Run Investment Management
Virginia
$52.8M -$3.78M -100,057 -6%
NSCM
97
New South Capital Management
Tennessee
$50.9M -$4.23M -111,782 -7%
GLCM
98
Greenlea Lane Capital Management
Connecticut
$50.7M -$1.56M -41,205 -3%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$48.8M -$1.57M -41,464 -3%
BFS
100
Baskin Financial Services
Ontario, Canada
$48.1M -$495K -13,084 -0.9%

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.