Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BROOKFIELD CORP (BN)

904 + Investors. Track Smart Money conviction in BN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +59
Streak
3Q ▲
Buyers last Q
87%

Smart Money Signals — BN

Based on 886 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
886 hedge funds hold BN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+121 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 87% buying

840 buying127 selling
Last quarter: 840 funds were net buyers (136 opened a brand new position + 704 added to an existing one). Only 127 were sellers (50 trimmed + 77 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter
Funds opening a new BN position: 71 → 109 → 87 → 136. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 22% new
471 out of 886 hedge funds have held BN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +55%, value +22%

Value
+22%
Shares
+54%
Last quarter: funds added +55% more shares while total portfolio value only changed +22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

101 → 71 → 109 → 87 → 136 new funds/Q
New funds entering each quarter: 71 → 109 → 87 → 136. A growing number of institutions are discovering BN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Of 904 current holders: 490 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
41 of 886 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in BN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BN

How many hedge funds hold BN — quarterly history vs. share price
Quarterly hedge fund ownership of BN vs. share price

Market Analysis: BN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

72 top-rated funds 27 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
5.8
/ 10
conviction
Hedge Fund Positioning: BN
2026 Q1 Stats Unlock in 22 days 904 + Investors

Track Smart Money conviction in BN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 904 849 6.48%
13F Shares 1.55B 1.00B 54.69%
Total Value $83.22B $68.19B 22.05%
New Positions 136 87 +49
Increased Positions 740 320 +420
Closed Positions 80 58 +22
Reduced Positions 67 292 -225
Total Calls 10 18 -44.44%
Total Puts 12 11 9.09%
PUT/CALL Ratio 1.2 0.61 Neutral

Statistics: BN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

904 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BN. Verified SEC 13F-HR filings.

Top 25 institutional holders of BN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maestria Partners LLC 10.34% 699,896 $28.3M
2 Asset Management Advisors, LLC 8.36% 341,575 $13.8M
3 Walleye Partners, LLC 6.92% 139,209 $5.6M
4 Ervin Investment Management, LLC 5.52% 233,124 $9.4M
5 Midway Capital Research & Management 4.45% 116,503 $4.7M
6 Baskin Financial Services Inc. 4.38% 1,319,151 $53K
7 Northwest Financial Advisors 3.66% 46,916 $1.9M
8 Cardinal Capital Management, Inc. 3.45% 3,166,889 $127.9M
9 Addenda Capital Inc. 3.44% 2,168,691 $122.2M
10 SCHARF INVESTMENTS, LLC 3.44% 2,756,660 $111.6M
11 James Hambro & Partners LLP 3.28% 2,064,936 $83.6M
12 Chemistry Wealth Management LLC 3.14% 441,767 $17.9M
13 Marathon Asset Management Ltd 3.03% 1,955,732 $79.0M
14 Sage Investment Counsel LLC 2.49% 55,408 $2.2M
15 ASO GROUP Ltd 2.31% 135,543 $5K
16 DAVENPORT & Co LLC 2.31% 10,487,219 $424.4M
17 Pacifica Partners Inc. 2.30% 171,201 $6.9M
18 QV Investors Inc. 2.24% 684,089 $28K
19 Blue Zone Wealth Advisors, LLC 2.13% 258,186 $10.4M
20 LOUISBOURG INVESTMENTS INC. 2.03% 264,944 $10.7M
21 KIRR MARBACH & CO LLC /IN/ 2.02% 273,753 $11.1M
22 Gold Investment Management Ltd. 1.91% 152,203 $6.2M
23 Davidson Kahn Capital Management, LLC 1.86% 86,390 $3.5M
24 Live Oak Private Wealth LLC 1.81% 320,718 $13.0M
25 LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 1.80% 152,318 $6.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BROOKFIELD CORP (BN)

What does the Smart Money Trend signal show for BN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BN?

More buyers than sellers — 87% buying: Last quarter: 840 funds were net buyers (136 opened a brand new position + 704 added to an existing one). Only 127 were sellers (50 trimmed + 77 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BN holders?

Elite ownership — 50% AUM from top-100 funds: 41 of 886 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in BN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BN?

53% of holders stayed for 2+ years: 471 out of 886 hedge funds have held BN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.