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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
SRAIM
76
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$98.6M +$2.36M +63,780 +3%
Stifel Financial
77
Stifel Financial
Missouri
$98.5M +$904K +24,392 +1%
Northern Trust
78
Northern Trust
Illinois
$97.8M -$3.86M -104,040 -4%
Select Equity Group
79
Select Equity Group
New York
$91.1M -$132M -3,549,390 -62%
MAMU
80
Marathon Asset Management (UK)
United Kingdom
$91M -$6.74M -181,872 -8%
JVBC
81
J.V. Bruni & Co
Colorado
$89.2M -$979K -26,431 -1%
SFG
82
Sather Financial Group
Texas
$88.4M -$2.27M -61,298 -3%
Raymond James Financial
83
Raymond James Financial
Florida
$86.3M +$2.67M +72,153 +4%
AF
84
Aviso Financial
Ontario, Canada
$85.9M +$1.49M +40,115 +2%
Amundi
85
Amundi
France
$83.7M +$25.7M +694,546 +53%
Dimensional Fund Advisors
86
Dimensional Fund Advisors
Texas
$82.9M +$2.33M +62,786 +3%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$79.2M -$65.9M -1,778,724 -48%
BCIM
88
British Columbia Investment Management
British Columbia, Canada
$77.1M -$15.9M -429,437 -19%
MGP
89
M&G plc
United Kingdom
$75.9M -$5.41M -146,119 -7%
Wellington Management Group
90
Wellington Management Group
Massachusetts
$73.8M +$4.74M +127,929 +8%
HKAM
91
Horizon Kinetics Asset Management
New York
$72.6M -$2.11M -56,826 -3%
MAM
92
Madison Asset Management
Wisconsin
$72.3M -$1.48M -39,846 -2%
BAM
93
Burgundy Asset Management
Ontario, Canada
$68.8M -$203K -5,472 -0.3%
HWA
94
Heritage Wealth Advisors
Virginia
$67.9M +$103K +2,780 +0.2%
Aviva
95
Aviva
United Kingdom
$65.3M -$207K -5,592 -0.4%
HIM
96
HughesLittle Investment Management
$64.7M
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$62.9M +$11.1M +299,615 +24%
ZIG
98
Zurich Insurance Group
Switzerland
$61.5M -$17.3M -466,022 -24%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$59.4M +$1.61M +43,494 +3%
GLCM
100
Greenlea Lane Capital Management
Connecticut
$58.9M -$845K -22,815 -2%

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.