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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
BA
126
Bridgewater Associates
Connecticut
$31.5M -$3.39M -91,560 -11%
RRAM
127
River Road Asset Management
Kentucky
$30.4M +$25.2M +680,883 New
Creative Planning
128
Creative Planning
Kansas
$30.1M +$2.49M +67,233 +10%
CA
129
Callahan Advisors
Texas
$29.7M +$432K +11,665 +2%
LOM
130
LTS One Management
New York
$29.4M -$834K -22,500 -3%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$29.4M +$3.2M +86,253 +14%
JHA
132
Jackson Hill Advisors
Texas
$28.9M -$3.67M -99,000 -12%
KFC
133
Klingenstein Fields & Co
New York
$28.1M -$723K -19,515 -3%
Citigroup
134
Citigroup
New York
$27.6M +$5.62M +151,707 +29%
SSWM
135
Smith Salley Wealth Management
North Carolina
$27.3M +$519K +14,018 +2%
NEI
136
Northwest & Ethical Investments
Ontario, Canada
$27M -$2.34M -63,193 -9%
AFIA
137
America First Investment Advisors
Nebraska
$26.6M -$208K -5,610 -0.9%
OWP
138
Obermeyer Wealth Partners
Colorado
$26.5M -$69.4K -1,872 -0.3%
BONST
139
Bank of Nova Scotia Trust
Ontario, Canada
$25.2M +$182K +4,923 +0.8%
EVC
140
Emeth Value Capital
Louisiana
$23.7M -$1.96M -52,956 -8%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$23.4M +$881K +23,781 +4%
TAM
142
Third Avenue Management
New York
$23.4M
FMI
143
Factory Mutual Insurance
Massachusetts
$23.1M
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$22.9M +$3.01M +81,328 +17%
HIM
145
Hillsdale Investment Management
Ontario, Canada
$22.6M -$139K -3,760 -0.7%
SIC
146
Schwartz Investment Counsel
Michigan
$21.4M +$93.1K +2,513 +0.5%
IIM
147
Intact Investment Management
Quebec, Canada
$20.9M -$6.73M -181,605 -26%
CCA
148
Cobblestone Capital Advisors
New York
$20.8M -$181K -4,886 -1%
CPIG
149
Chicago Partners Investment Group
Illinois
$19.6M -$84.5K -2,280 -0.5%
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
$18.7M +$15.4M +416,852 +1,139%

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.