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Brookfield
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Overview Fund Activity

801 hedge funds and large institutions have $52.5B invested in Brookfield in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 269 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-12
Holders Change %
-1.48%
% of All Funds
10.88%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
0.88%
New
74
Increased
279
Reduced
269
Closed
69
Calls
$85.7M
Puts
$30.4M
Net Calls
+$55.3M
Net Calls Change
-$440K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$331M
2
PSCM
Pershing Square Capital Management
New York
+$320M
3
Goldman Sachs
Goldman Sachs
New York
+$183M
4
ROTUOC
Regents of the University of California
California
+$173M
5
Bank of America
Bank of America
North Carolina
+$77.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$300M
2
Select Equity Group
Select Equity Group
New York
-$223M
3
Charles Schwab
Charles Schwab
California
-$218M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$170M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
226
AllianceBernstein
Tennessee
$5.83M +$357K +6,818 +7%
HWM
227
HB Wealth Management
Georgia
$5.82M +$4.52M +86,208 +348%
OAM
228
Oppenheimer Asset Management
New York
$5.59M +$222K +4,244 +4%
Cerity Partners
229
Cerity Partners
New York
$5.56M +$829K +15,823 +18%
State of New Jersey Common Pension Fund D
230
State of New Jersey Common Pension Fund D
New Jersey
$5.55M – – –
IMPI
231
Ilmarinen Mutual Pension Insurance
Finland
$5.51M -$5.24M -100,000 -49%
Luther King Capital Management (LKCM)
232
Luther King Capital Management (LKCM)
Texas
$5.49M +$71.2K +1,359 +1%
GAM
233
Generali Asset Management
Italy
$5.43M +$560K +7,436 +12%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$5.4M -$1.11M -21,132 -17%
O
235
Ossiam
France
$5.38M -$563K -10,761 -9%
PP
236
Pacifica Partners
Canada
$5.37M +$400K +7,961 +8%
SSB
237
Sandy Spring Bank
Maryland
$5.35M -$172K -3,282 -3%
LSWM
238
Lorne Steinberg Wealth Management
Canada
$5.32M -$1.95M -37,310 -27%
HP
239
Hosking Partners
United Kingdom
$5.25M -$94.5K -1,804 -2%
Ensign Peak Advisors
240
Ensign Peak Advisors
Utah
$5.18M -$2.26M -43,200 -30%
GIM
241
Gold Investment Management
Alberta, Canada
$5.15M +$348K +6,643 +7%
TSWM
242
Triangle Securities Wealth Management
North Carolina
$5.01M +$287K +5,467 +6%
PIC
243
PCJ Investment Counsel
Ontario, Canada
$4.88M -$9.63M -183,890 -66%
BSCCG
244
Blue Sky Capital Consultants Group
California
$4.85M +$356K +6,793 +8%
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$4.81M +$1.54M +29,411 +47%
IMCOOI
246
Investment Management Corp of Ontario (IMCO)
Canada
$4.81M +$1.88M +35,800 +64%
CANC
247
Culbertson A N & Co
Virginia
$4.77M +$462K +8,810 +11%
Pathstone Holdings
248
Pathstone Holdings
New Jersey
$4.69M -$79.2K -1,511 -2%
MGIA
249
Moneta Group Investment Advisors
Missouri
$4.62M +$367 +7 +0%
SF
250
Synovus Financial
Georgia
$4.56M -$319K -6,082 -7%
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