Brookfield

BN • NYSE

Brookfield is a asset management company in the financial services sector on NYSE, led by James Bruce Flatt, with a market cap of $106.24B. As of Q3 2025, 66% of shares are held by 853 institutional investors, with Partners Value Investments LP as the largest holder at 8.08%.

CEOJames Bruce Flatt

Market Cap$106.24B

Asset Management

Financial Services

Employees240.0K

Websitebrookfield.com

Overview

Overview of institutional ownership in BN as of Q3 2025 with a market cap of $102.59B

All Institutions

Institutions: 853
Value Held: $68.1B
Shares Held: 999.2M
Avg Position: $79.8M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 51
Value Held: $5.7B
Shares Held: 84.5M
Avg Position: $112.0M
Median Position: $2.8M

Ownership Breakdown

Institutional (non-HF)

60.82%

$62.4B

Hedge Funds

5.57%

$5.7B

Retail & Other

33.62%

$34.5B

Based on market cap of $102.59B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
P Partners Value Investments LP Institution	-	$8.3B 76.80% of portfolio	8.08% 120.9M shares	Q3 2023 Held for 2y 3m	$10.8B
R ROYAL BANK OF CANADA Institution	-	$5.5B 1.02% of portfolio	5.41% 80.9M shares	Q4 2022 Held for 3 years	$542.04B
C Capital World Investors Institution	-	$4.7B 0.64% of portfolio	4.57% 68.3M shares	Q4 2022 Held for 3 years	$730.00B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$4.2B 0.06% of portfolio	4.05% 60.6M shares	Q4 2022 Held for 3 years	$6.69T
PRINCIPAL FINANCIAL GROUP INC Institution	Deanna Strable CEO	$3.5B 1.76% of portfolio	3.40% 50.8M shares	Q4 2022 Held for 3 years	$197.71B
BANK OF MONTREAL /CAN/ Institution	Darryl White CEO	$3.0B 1.32% of portfolio	2.92% 43.7M shares	Q4 2022 Held for 3 years	$227.19B
Pershing Square Capital Management, L.P. Hedge Fund•Activist	William Albert Ackman CEO	$2.8B 19.21% of portfolio	2.74% 41.0M shares	Q2 2024 Held for 1y 6m	$14.6B
B BROOKFIELD ASSET MANAGEMENT INC. RIA/Wealth	Jon Michael Pearlman Member	$2.1B 2.48% of portfolio	2.07% 31.0M shares	Q4 2022 Held for 3 years	$85.8B
T TD ASSET MANAGEMENT INC Institution	-	$1.7B 1.36% of portfolio	1.63% 24.4M shares	Q4 2022 Held for 3 years	$123.48B
N NATIONAL BANK OF CANADA /FI/ Institution	-	$1.4B 1.55% of portfolio	1.33% 20.0M shares	Q4 2022 Held for 3 years	$88.3B

Net Capital Flow

Institutional buying and selling activity for BN in Q3 2025

Traded: +$230.4M
Buyers: 362
Sellers: 328
Total Bought: +$2.4B
Total Sold: −$2.2B
Avg Position: $75.4M

Biggest Buyers

Institution	Net Bought	Current Position
LONE PINE CAPITAL LLC Hedge Fund•Long/Short	+$312.7M +4.6M shares	$698.2M 10.2M shares
M MANUFACTURERES LIFE INSURANCE CO Institution	+$306.1M +4.5M shares	$579.8M 8.4M shares
FMR LLC Institution	+$162.3M +2.4M shares	$767.6M 11.2M shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	+$134.1M +2.0M shares	$134.1M 2.0M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$116.5M +1.7M shares	$198.4M 2.9M shares
C Capital World Investors Institution	+$111.4M +1.6M shares	$4.7B 68.3M shares
Capital Research Global Investors RIA/Wealth	+$99.7M +1.5M shares	$99.7M 1.5M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$92.6M +1.3M shares	$845.6M 12.2M shares
JPMORGAN CHASE & CO Institution	+$81.4M +1.2M shares	$450.7M 6.6M shares
VANGUARD GROUP INC Institution	+$61.6M +897.9K shares	$4.2B 60.6M shares

Biggest Sellers

Institution	Net Sold	Current Position
BANK OF MONTREAL /CAN/ Institution	−$194.1M −2.8M shares	$3.0B 43.7M shares
GOLDMAN SACHS GROUP INC Institution	−$186.7M −2.7M shares	$462.5M 6.7M shares
Soroban Capital Partners LLC Hedge Fund•Long/Short	−$169.4M −3.7M shares	$175.1M 3.8M shares
G GCIC Ltd. Institution	−$145.2M −2.1M shares	$1.1B 16.3M shares
Beutel, Goodman & Co Ltd. Long Only Manager	−$132.7M −1.9M shares	$213.1M 3.1M shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	−$131.6M −1.9M shares	$198.8M 2.9M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$120.5M −1.9M shares	Sold Off 0 shares
BANK OF NOVA SCOTIA / Institution	−$82.5M −1.2M shares	$826.5M 12.1M shares
N NATIONAL BANK OF CANADA /FI/ Institution	−$81.7M −1.2M shares	$1.4B 20.0M shares
COOKE & BIELER LP Long Only Manager	−$79.7M −1.2M shares	$161.5M 2.4M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BN in Q3 2025

New Positions: 48
New Value: $312.7M
Exited Positions: 50
Exited Value: $223.1M

New Positions

Institution	Position Value
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	$134.1M 2.0M shares
Capital Research Global Investors RIA/Wealth	$99.7M 1.5M shares
M Mitsubishi UFJ Securities International PLC Institution	$48.0M 700.0K shares
A Archon Partners LLC Hedge Fund•Long/Short	$11.0M 160.0K shares
Ravenswood Partners LP Hedge Fund•Long/Short	$3.5M 51.1K shares
L & S Advisors Inc RIA/Wealth	$2.5M 37.0K shares
A Amitell Capital Pte Ltd Institution	$2.5M 36.6K shares
G Greenland Capital Management LP Hedge Fund•Multi-Strategy	$1.9M 27.0K shares
Cambria Investment Management, L.P. ETF Provider	$995.9K 14.5K shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	$855.0K 18.7K shares

Exited Positions

Institution	Previous Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$120.5M 1.9M shares
L LGT CAPITAL PARTNERS LTD. Institution	$45.7M 740.5K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$10.7M 172.1K shares
MAR VISTA INVESTMENT PARTNERS LLC Long Only Manager	$7.9M 128.5K shares
A AXA Institution	$6.4M 103.5K shares
P PEAK6 LLC Institution	$5.9M 96.1K shares
East Coast Asset Management, LLC. Hedge Fund•Long/Short	$5.3M 85.3K shares
GLUSKIN SHEFF & ASSOC INC Long Only Manager	$3.9M 62.5K shares
S SHELL ASSET MANAGEMENT CO Institution	$3.3M 53.3K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$2.9M 47.4K shares

Options Activity

Institutions with the largest Call and Put options positions in BN as of Q3 2025

Call Positions: 20
Call Value: $236.4M
Put Positions: 11
Put Value: $100.9M

Call Positions

Institution	Position Value
S SIG North Trading, ULC Institution	$78.1M 11.4K contracts
TORONTO DOMINION BANK Institution	$40.0M 5.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$24.6M 3.6K contracts
P PEAK6 LLC Institution	$21.4M 3.1K contracts
W Waratah Capital Advisors Ltd. Hedge Fund•Multi-Strategy	$18.3M 4.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$10.9M 1.6K contracts
J JANE STREET GROUP, LLC Institution	$10.6M 1.6K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$7.5M 1.1K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$5.7M 836.0 contracts
Toroso Investments, LLC ETF Provider	$5.6M 819.0 contracts

Put Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$39.6M 5.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$20.3M 3.0K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$7.5M 1.1K contracts
S SIG North Trading, ULC Institution	$6.4M 932.0 contracts
TORONTO DOMINION BANK Institution	$5.8M 841.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.5M 799.0 contracts
J JANE STREET GROUP, LLC Institution	$4.9M 719.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$4.3M 625.0 contracts
W WOLVERINE TRADING, LLC Institution	$4.0M 583.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.4M 202.0 contracts

Most Committed Institutions

Institutions with BN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P Partners Value Investments LP Institution	-	76.80% $8.3B	8.08% 120.9M shares	Q3 2023 Held for 2y 3m	$10.8B
R REGENTS OF THE UNIVERSITY OF CALIFORNIA Institution	-	32.80% $410.5M	0.40% 6.0M shares	Q4 2024 Held for 1 year	$1.3B
Pershing Square Capital Management, L.P. Hedge Fund•Activist	William Albert Ackman CEO	19.21% $2.8B	2.74% 41.0M shares	Q2 2024 Held for 1y 6m	$14.6B
G GREENLEA LANE CAPITAL MANAGEMENT, LLC Hedge Fund•Value	Josh David Tarasoff Managing Partner	19.04% $65.3M	0.06% 952.2K shares	Q4 2022 Held for 3 years	$343.0M
J JACKSON HILL ADVISORS, LLC Hedge Fund•Value	Vincent Scott Soler Managing Partner	14.10% $29.8M	0.03% 435.0K shares	Q4 2022 Held for 3 years	$211.5M
E Emeth Value Capital, LLC Hedge Fund•Value	Andrew Joseph Carreon Managing Partner	13.69% $14.1M	0.01% 205.9K shares	Q4 2024 Held for 1 year	$103.2M
AKRE CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	John Hallmark Neff CEO	13.14% $1.3B	1.28% 19.2M shares	Q4 2022 Held for 3 years	$10.0B
C CHECK CAPITAL MANAGEMENT INC/CA RIA/Wealth	Steven Glenn Check President	12.92% $200.9M	0.20% 2.9M shares	Q4 2022 Held for 3 years	$1.6B
Maestria Partners LLC Hedge Fund•Value	James Richard Edwards Managing Partner	11.64% $36.8M	0.04% 536.8K shares	Q4 2024 Held for 1 year	$316.4M
N Novo A/S Institution	-	10.50% $159.8M	0.16% 2.3M shares	Q4 2022 Held for 3 years	$1.5B

Hedge Fund Spotlight

Discover hedge funds investing in BN

Greenland Capital Management LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael J Englander

Portfolio Value: $641.9M
Positions: 218
Last Reported: Q3 2025

Sector Allocation

Position in Brookfield

Market Value: $1.9M
Shares Held: 27.0K
Portfolio Weight: 0.29%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 WEC Energy Group WEC	Regulated Electric Utilities	$24.3M	3.79%
2 Visa V	Financial - Credit Services Financial Services	$23.0M	3.59%
3 Microsoft MSFT	Software - Infrastructure Technology	$18.3M	2.85%