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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
PVI
1
Partners Value Investments
Bermuda
$7.48B
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.98B +$17.4M +469,626 +0.4%
Capital World Investors
3
Capital World Investors
California
$4.12B +$74.8M +2,019,447 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.69B -$68.4M -1,846,479 -2%
Principal Financial Group
5
Principal Financial Group
Iowa
$3.1B -$28.3M -763,283 -1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.88B -$27.4M -739,289 -1%
PSCM
7
Pershing Square Capital Management
New York
$2.55B +$8.66M +233,610 +0.4%
BC
8
Brookfield Corp
Ontario, Canada
$1.92B +$2.31M +62,454 +0.1%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$1.51B -$4.87M -131,492 -0.4%
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$1.31B +$117M +3,161,374 +11%
ACM
11
AKRE Capital Management
Virginia
$1.19B +$6.96M +187,903 +0.7%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$1.14B -$51M -1,375,272 -5%
Fidelity International
13
Fidelity International
Bermuda
$1.06B -$29.5M -796,052 -3%
Norges Bank
14
Norges Bank
Norway
$1.04B -$22.9M -619,062 -2%
First Manhattan
15
First Manhattan
New York
$1.02B -$15.3M -413,628 -2%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$1.01B +$13.9M +374,869 +2%
JFL
17
Jarislowsky, Fraser Ltd
Quebec, Canada
$958M -$18.8M -508,361 -2%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$857M -$60.7M -1,638,309 -7%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$821M +$86.5M +2,334,063 +13%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$680M +$98.4M +2,655,567 +19%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$678M -$36.7M -990,663 -6%
Goldman Sachs
22
Goldman Sachs
New York
$585M +$98.2M +2,650,784 +23%
DC
23
Davenport & Co
Virginia
$560M -$1.39M -37,582 -0.3%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$546M -$36.4M -982,541 -7%
MG
25
Markel Group
Virginia
$539M

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.