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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
LOM
126
LTS One Management
New York
$25.7M +$27.8M +735,000 New
NEI
127
Northwest & Ethical Investments
Ontario, Canada
$25.1M +$5.34M +141,252 +24%
CA
128
Callahan Advisors
Texas
$24.8M -$26.7K -706 -0.1%
KFC
129
Klingenstein Fields & Co
New York
$24.5M -$47.5K -1,257 -0.2%
IIM
130
Intact Investment Management
Quebec, Canada
$24M -$11.9M -314,850 -31%
OGC
131
Oak Grove Capital
New Hampshire
$23.7M -$3.19M -84,406 -11%
Creative Planning
132
Creative Planning
Kansas
$23.2M +$3.44M +90,953 +16%
Citadel Advisors
133
Citadel Advisors
Florida
$22.8M -$18.8M -497,241 -43%
AFIA
134
America First Investment Advisors
Nebraska
$22.8M -$290K -7,665 -1%
SSWM
135
Smith Salley Wealth Management
North Carolina
$22.7M +$157K +4,146 +0.6%
OWP
136
Obermeyer Wealth Partners
Colorado
$22.5M +$165K +4,356 +0.7%
EVC
137
Emeth Value Capital
Louisiana
$21.9M +$1.02M +27,094 +5%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$21.9M -$2.02M -53,452 -8%
BONST
139
Bank of Nova Scotia Trust
Ontario, Canada
$21.2M -$371K -9,806 -2%
TAM
140
Third Avenue Management
New York
$19.8M -$750K -19,843 -3%
FMI
141
Factory Mutual Insurance
Massachusetts
$19.6M
QI
142
QV Investors
Alberta, Canada
$19.6M -$369K -9,756 -2%
Millennium Management
143
Millennium Management
New York
$19.4M -$6.93M -183,373 -25%
TPM
144
Triasima Portfolio Management
Quebec, Canada
$19.4M -$952K -25,197 -4%
HIM
145
Hillsdale Investment Management
Ontario, Canada
$19.2M +$6.28M +166,212 +43%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$19M +$1.68M +44,466 +9%
Citigroup
147
Citigroup
New York
$18.1M -$14.6M -385,449 -43%
SIC
148
Schwartz Investment Counsel
Michigan
$18.1M +$482K +12,750 +3%
CCA
149
Cobblestone Capital Advisors
New York
$17.8M -$3.68M -97,456 -16%
ECAM
150
East Coast Asset Management
Massachusetts
$17.5M -$1.26M -33,305 -6%

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.