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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
FFA
201
First Foundation Advisors
California
$7.8M -$1.29M -34,065 -13%
CI
202
Capital International
California
$7.74M +$1.72M +45,444 +26%
LIM
203
Lingotto Investment Management
United Kingdom
$7.63M +$541K +14,312 +7%
SLAM
204
Swiss Life Asset Management
$7.62M +$2.15M +56,908 +35%
NPT
205
National Philanthropic Trust
Pennsylvania
$7.61M
PCA
206
Providence Capital Advisors
North Carolina
$7.5M +$161K +4,251 +2%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$7.43M +$165K +4,370 +2%
OCAM
208
Onex Canada Asset Management
Ontario, Canada
$7.36M -$1.73M -45,669 -18%
LI
209
Louisbourg Investments
New Brunswick, Canada
$7.28M -$3.24M -85,683 -29%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.24M +$45.4K +1,200 +0.6%
GWM
211
Graybill Wealth Management
Illinois
$7.09M +$7.67M +203,009 New
TPCM
212
Templeton & Phillips Capital Management
Tennessee
$7.03M +$7.33M +193,966 +2,707%
MG
213
Marex Group
$6.85M +$521K +13,793 +8%
TC
214
TownSquare Capital
Utah
$6.82M +$1.57M +41,500 +27%
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$6.63M +$2.66M +70,293 +59%
Truist Financial
216
Truist Financial
North Carolina
$6.61M -$10.5M -277,914 -59%
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.58M -$346K -9,150 -5%
AF
218
Avanza Fonder
Sweden
$6.54M
BBP
219
Banco BTG Pactual
Brazil
$6.51M
TYCC
220
Texas Yale Capital Corp
Florida
$6.5M +$167K +4,428 +2%
LD
221
Lipe & Dalton
New York
$6.49M -$184K -4,861 -3%
MVIP
222
Mar Vista Investment Partners
California
$6.47M -$3.55K -94 -0.1%
GIA
223
Gateway Investment Advisers
Ohio
$6.31M +$1M +26,474 +17%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$6.1M +$39.3K +1,041 +0.6%
LDB
225
Lee, Danner & Bass
Tennessee
$6.07M

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.