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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
Voloridge Investment Management
101
Voloridge Investment Management
Florida
$44.3M +$29.5M +779,720 +160%
Amundi
102
Amundi
France
$43.9M +$966K +25,563 +2%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$43.3M +$187K +4,948 +0.4%
SCTC
104
Sanibel Captiva Trust Company
Florida
$43.1M -$470K -12,446 -1%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$42.9M +$3.19M +84,400 +7%
SFA
106
Sequoia Financial Advisors
Ohio
$42.3M -$6.37M -168,438 -12%
Royal London Asset Management
107
Royal London Asset Management
United Kingdom
$41.4M +$4.22M +111,585 +10%
CAI
108
Capital Advisors Inc
Oklahoma
$41.3M +$732K +19,378 +2%
Franklin Resources
109
Franklin Resources
California
$38.9M +$3.81M +100,893 +10%
LCP
110
LGT Capital Partners
Switzerland
$38.2M +$340K +9,000 +0.8%
EBSAM
111
Eubel Brady & Suttman Asset Management
Ohio
$35.9M -$104K -2,743 -0.3%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$35.8M -$2.34M -61,936 -6%
PGH
113
Partners Group Holding
Switzerland
$35M +$9.06M +239,555 +31%
ESBC
114
E.S. Barr & Co
Kentucky
$33.2M -$442K -11,694 -1%
LM
115
Lincluden Management
Ontario, Canada
$32.8M -$10.5M -277,385 -23%
Pictet Asset Management
116
Pictet Asset Management
Switzerland
$31.2M -$7.43M -196,453 -18%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$31M +$5.83M +154,341 +21%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$31M -$5.67M -149,932 -14%
PMG
119
Private Management Group
California
$30.2M -$417K -11,045 -1%
BA
120
Bridgewater Associates
Connecticut
$29.9M +$5.04M +133,383 +18%
MP
121
Maestria Partners
Georgia
$29.8M +$2.83M +75,000 +10%
BMO
122
Beck Mack & Oliver
New York
$29.6M -$578K -15,300 -2%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$29.1M +$1.86M +49,140 +6%
JHA
124
Jackson Hill Advisors
Texas
$27.9M +$170K +4,500 +0.6%
BlackRock
125
BlackRock
New York
$26.3M +$9.55M +252,736 +50%

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.