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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
PI
201
Parkside Investments
Illinois
$9.17M -$333K -8,991 -4%
CI
202
Capital International
California
$9.14M
PCA
203
Providence Capital Advisors
North Carolina
$9.02M +$151K +4,082 +2%
NPT
204
National Philanthropic Trust
Pennsylvania
$8.98M
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.57M +$22.2K +600 +0.3%
TPCM
206
Templeton & Phillips Capital Management
Tennessee
$8.53M +$216K +5,834 +3%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$8.52M -$224K -6,047 -3%
GWM
208
Graybill Wealth Management
Illinois
$8.45M +$75.2K +2,028 +1%
William Blair & Company
209
William Blair & Company
Illinois
$8.42M +$1.33M +35,910 +21%
GAM
210
Generali Asset Management
Italy
$8.13M +$1.36M +36,586 +34%
FFA
211
First Foundation Advisors
California
$8.11M -$986K -26,616 -12%
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$7.97M +$106K +2,872 +2%
MVIP
213
Mar Vista Investment Partners
California
$7.95M +$278K +7,498 +4%
Kovitz Investment Group Partners
214
Kovitz Investment Group Partners
Illinois
$7.91M +$2.01M +54,173 +39%
Truist Financial
215
Truist Financial
North Carolina
$7.78M -$22.6K -609 -0.3%
RCM
216
Ravenstone Capital Management
$7.77M +$6.77M +182,708 +3,174%
TYCC
217
Texas Yale Capital Corp
Florida
$7.67M
LI
218
Louisbourg Investments
New Brunswick, Canada
$7.59M -$898K -24,234 -12%
LD
219
Lipe & Dalton
New York
$7.45M -$193K -5,204 -3%
VLKIM
220
Van Lanschot Kempen Investment Management
Netherlands
$7.44M +$3.16M +85,300 +181%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$7.27M -$179K -4,834 -3%
Macquarie Group
222
Macquarie Group
Australia
$7.1M +$234K +6,327 +5%
TC
223
Tacita Capital
Ontario, Canada
$7.09M
DR
224
Davis Rea
Ontario, Canada
$7.02M -$72.2K -1,949 -1%
BSCCG
225
Blue Sky Capital Consultants Group
California
$6.93M +$1.08M +29,141 +21%

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.