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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 %
KSWA
251
Kathleen S. Wright Associates
Pennsylvania
$4.34M -$11.6K -220 -0.3%
LOAMS
252
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.24M -$1.4M -12,887 -25%
OC
253
Oppenheimer & Co
New York
$4.22M +$33.1K +632 +0.8%
ATS
254
Ashton Thomas Securities
New York
$4.21M -$609K -11,636 -13%
NONA
255
Ninety One North America
New York
$4.16M -$4.12M -78,708 -50%
WCM Investment Management
256
WCM Investment Management
California
$4.14M +$1.08M +20,807 +35%
Allianz Asset Management
257
Allianz Asset Management
Germany
$4.11M +$333K +6,358 +9%
PS
258
Principal Securities
Iowa
$3.94M – – –
KPWS
259
Kestra Private Wealth Services
Texas
$3.93M -$619K -11,804 -14%
Osaic Holdings
260
Osaic Holdings
Arizona
$3.91M +$1.03M +19,618 +36%
WW
261
Waterfront Wealth
Kansas
$3.89M -$38.9K -743 -1%
Axa
262
Axa
France
$3.82M +$40.4K +771 +1%
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$3.81M +$213K +4,061 +6%
MBI
264
Montrusco Bolton Investments
Quebec, Canada
$3.78M -$2.42M -46,196 -39%
AUB
265
Atlantic Union Bankshares
Virginia
$3.77M -$266K -5,069 -7%
BPA
266
Beacon Pointe Advisors
California
$3.65M +$4.66K +89 +0.1%
OCA
267
Otter Creek Advisors
Florida
$3.62M +$3.62M +69,162 New
KJHP
268
K.J. Harrison & Partners
Ontario, Canada
$3.61M -$285K -5,448 -7%
American Century Companies
269
American Century Companies
Missouri
$3.51M +$154K +2,936 +5%
QOP
270
Quinn Opportunity Partners
Virginia
$3.49M +$210K +4,000 +6%
CII
271
Capital International Inc
California
$3.42M +$647K +12,345 +23%
WJWM
272
Williams Jones Wealth Management
New York
$3.4M +$117K +2,235 +4%
EP
273
EPIQ Partners
Minnesota
$3.27M +$26.2K +500 +0.8%
GF
274
Gabelli Funds
New York
$3.21M -$36.7K -700 -1%
PIC
275
Portland Investment Counsel
Ontario, Canada
$3.16M – – –
9 10
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