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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
NSCM
101
New South Capital Management
Tennessee
$58.3M -$1.54M -41,424 -3%
Voloridge Investment Management
102
Voloridge Investment Management
Florida
$57.2M +$4.45M +120,181 +9%
BFS
103
Baskin Financial Services
Ontario, Canada
$56.9M +$37.7K +1,017 +0.1%
BRIM
104
Broad Run Investment Management
Virginia
$53.2M -$8.15M -219,971 -15%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$51.1M
CAI
106
Capital Advisors Inc
Oklahoma
$50.2M +$1.33M +35,943 +3%
SFA
107
Sequoia Financial Advisors
Ohio
$49.8M -$126K -3,408 -0.3%
SCTC
108
Sanibel Captiva Trust Company
Florida
$49.6M -$1.16M -31,200 -3%
Royal London Asset Management
109
Royal London Asset Management
United Kingdom
$48.8M -$60.8K -1,642 -0.1%
LCP
110
LGT Capital Partners
Switzerland
$45.7M +$584K +15,750 +1%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$43M +$568K +15,333 +1%
Franklin Resources
112
Franklin Resources
California
$42.9M -$2.79M -75,330 -7%
EBSAM
113
Eubel Brady & Suttman Asset Management
Ohio
$42.4M +$13K +352 +0%
PGH
114
Partners Group Holding
Switzerland
$40.5M -$647K -17,454 -2%
ESBC
115
E.S. Barr & Co
Kentucky
$38.6M -$495K -13,365 -1%
Pictet Asset Management
116
Pictet Asset Management
Switzerland
$38.1M +$1.22M +32,806 +4%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$38M +$1.2M +32,469 +4%
LM
118
Lincluden Management
Ontario, Canada
$36.6M -$1.96M -53,014 -6%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$36.1M +$1.55M +41,695 +5%
PMG
120
Private Management Group
California
$35.5M -$105K -2,832 -0.3%
EIG
121
EdgePoint Investment Group
Ontario, Canada
$35.3M -$270M -7,291,925 -89%
BlackRock
122
BlackRock
New York
$35.1M +$3.64M +98,307 +13%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$34.9M -$1.49M -40,080 -5%
BMO
124
Beck Mack & Oliver
New York
$34.9M -$117K -3,150 -0.4%
MP
125
Maestria Partners
Georgia
$33.2M -$1.79M -48,341 -6%

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.