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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 %
PGCM
276
Prescott Group Capital Management
Oklahoma
$3.14M – – –
Capital Fund Management (CFM)
277
Capital Fund Management (CFM)
France
$3.09M +$135K +2,571 +5%
GWM
278
Guardian Wealth Management
Illinois
$3.07M +$117K +2,229 +4%
SCP
279
Stamos Capital Partners
California
$3.02M +$1.17M +22,376 +63%
QCM
280
Quantinno Capital Management
New York
$3.02M +$673K +12,850 +29%
DKCM
281
Davidson Kahn Capital Management
California
$2.99M +$311K +5,929 +12%
RL
282
Ruffer LLP
United Kingdom
$2.96M -$1.97M -37,500 -40%
CC
283
Chicago Capital
Illinois
$2.95M – – –
CAM
284
Cresset Asset Management
Illinois
$2.95M -$12.8K -244 -0.4%
SMI
285
Shelter Mutual Insurance
Missouri
$2.94M – – –
T. Rowe Price Associates
286
T. Rowe Price Associates
Maryland
$2.93M +$2.93M +55,966 New
TAM
287
Tocqueville Asset Management
New York
$2.93M +$21.5K +410 +0.7%
First Trust Advisors
288
First Trust Advisors
Illinois
$2.87M -$265K -5,065 -8%
XT
289
XTX Topco
Cayman Islands
$2.87M +$1.96M +37,341 +215%
SAM
290
Shell Asset Management
Netherlands
$2.85M -$117K -2,245 -4%
MIM
291
Manitou Investment Management
Ontario, Canada
$2.83M +$1.08M +20,640 +62%
JPWM
292
Jamison Private Wealth Management
Georgia
$2.82M +$16.7K +324 +0.6%
CGH
293
Crossmark Global Holdings
Texas
$2.78M -$92.2K -1,759 -3%
PA
294
Procyon Advisors
Connecticut
$2.7M +$186K +3,558 +7%
JHCP
295
Jackson Hole Capital Partners
Oklahoma
$2.64M +$366K +6,980 +16%
TRCT
296
Tower Research Capital (TRC)
New York
$2.58M +$2.58M +49,149 +29,608%
RWM
297
Ritholtz Wealth Management
New York
$2.56M +$387K +7,392 +18%
TW
298
TritonPoint Wealth
Maryland
$2.54M -$65.5K -1,250 -3%
MGP
299
Metis Global Partners
California
$2.51M -$170K -3,254 -6%
THCM
300
Taylor Hoffman Capital Management
Virginia
$2.51M -$8.39K -156 -0.3%
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