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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
PVI
1
Partners Value Investments
Bermuda
$6.34B -$1.79M -47,369 -0%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.21B -$184M -4,867,871 -4%
Capital World Investors
3
Capital World Investors
California
$3.42B +$359M +9,484,464 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.19B +$56M +1,482,629 +2%
Principal Financial Group
5
Principal Financial Group
Iowa
$2.65B -$97.9M -2,589,987 -3%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.46B -$159M -4,201,812 -6%
PSCM
7
Pershing Square Capital Management
New York
$2.15B +$347M +9,167,390 +18%
BC
8
Brookfield Corp
Ontario, Canada
$1.62B
TD Asset Management
9
TD Asset Management
Ontario, Canada
$1.29B +$20.1M +531,257 +1%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$1.01B -$162M -4,285,112 -13%
ACM
11
AKRE Capital Management
Virginia
$1B +$7.08M +187,263 +0.7%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$996M -$10M -265,210 -0.9%
Fidelity International
13
Fidelity International
Bermuda
$920M -$157M -4,157,983 -14%
Norges Bank
14
Norges Bank
Norway
$901M +$14.7M +388,106 +2%
First Manhattan
15
First Manhattan
New York
$876M -$9.94M -263,058 -1%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$841M -$38M -1,005,280 -4%
JFL
17
Jarislowsky, Fraser Ltd
Quebec, Canada
$829M -$139M -3,678,691 -13%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$783M +$42.8M +1,131,492 +5%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$613M -$1.34M -35,580 -0.2%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$609M +$28.3M +748,982 +4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$496M -$33.6M -888,048 -6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$484M +$65.3M +1,727,469 +14%
SCP
23
Soroban Capital Partners
New York
$478M -$65.6M -1,735,636 -11%
DC
24
Davenport & Co
Virginia
$475M -$19.3M -510,222 -4%
MG
25
Markel Group
Virginia
$457M

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.