Brookfield
939 hedge funds and large institutions have $70.5B invested in Brookfield in 2025 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 253 increasing their positions, 468 reducing their positions, and 64 closing their positions.
119% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 64
16% more call options, than puts
Call options by funds: $165M | Put options by funds: $142M
7% more funds holding
Funds holding: 881 → 939 (+58)
1% more funds holding in top 10
Funds holding in top 10: 78 → 79 (+1)
1.02% more ownership
Funds ownership: 60.87% → 61.89% (+1%)
3% more capital invested
Capital invested by funds: $68.4B → $70.5B (+$2.14B)
46% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 468
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$1.88B |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$962M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$155M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$144M |
| 5 |
JHP
James Hambro & Partners
London,
United Kingdom
|
+$90.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$512M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$350M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$315M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$294M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$197M |
BN Hedge Fund Activity: Q4 2025 in Review
939 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q4 2025, worth a combined $70.5B — up 3.1% from $68.4B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new BN positions and 64 closed out — a net gain of 76 holders — while 253 added to existing stakes and 468 trimmed.
The largest buyer was Dodge & Cox, opening a new position worth an estimated $1.88B. The largest seller was Principal Financial Group, cutting an estimated $512M.
- 939 institutional investors held Brookfield (BN) as of Q4 2025, up from 881 in Q3 2025.
- Funds reported $70.5B of Brookfield stock for Q4 2025, up 3.1% quarter-over-quarter.
- 140 funds opened new Brookfield positions in Q4 2025 and 64 closed out, a net change of +76 holders.
- The largest Brookfield buyer in Q4 2025 was Dodge & Cox, an estimated $1.88B added.
- The largest Brookfield seller in Q4 2025 was Principal Financial Group, an estimated $512M sold.
Based on aggregated 13F filings for Q4 2025.