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Brookfield
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Overview Fund Activity

835 hedge funds and large institutions have $62.8B invested in Brookfield in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 268 increasing their positions, 277 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+34
Holders Change %
+4.24%
% of All Funds
11.19%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
0.97%
New
109
Increased
268
Reduced
277
Closed
59
Calls
$129M
Puts
$102M
Net Calls
+$27.4M
Net Calls Change
-$27.9M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$348M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$231M
3
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$141M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$130M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$111M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$301M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$233M
3
Select Equity Group
Select Equity Group
New York
-$146M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$134M
5
SCP
Soroban Capital Partners
New York
-$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
326
Brown Brothers Harriman & Co
New York
$2.33M +$71.1K +1,150 +3%
PAS
327
Park Avenue Securities
New York
$2.32M +$53.9K +873 +2%
EHC
328
Everett Harris & Co
California
$2.24M +$263K +4,258 +13%
SIC
329
Sage Investment Counsel
Tennessee
$2.23M +$216K +3,495 +11%
CPCM
330
Cardinal Point Capital Management
Ontario, Canada
$2.21M -$1.11K -18 -0.1%
RCM
331
Radnor Capital Management
Pennsylvania
$2.18M – – –
VPI
332
Value Partners Investments
Manitoba, Canada
$2.16M +$304K +4,919 +16%
RG
333
Rathbones Group
United Kingdom
$2.16M – – –
AWM
334
Apollon Wealth Management
South Carolina
$2.14M +$1.21M +19,588 +131%
NFA
335
Northwest Financial Advisors
Virginia
$2.13M -$19.2K -311 -0.9%
CGIM
336
Capital Group Investment Management
Singapore
$2.12M – – –
LIM
337
Leavell Investment Management
Alabama
$2.08M +$9.15K +148 +0.4%
SFS
338
Sowell Financial Services
Arkansas
$2.06M +$534K +8,626 +35%
WHC
339
Wulff, Hansen & Co
California
$2.03M -$476K -7,690 -19%
Fiera Capital (Canada)
340
Fiera Capital (Canada)
Quebec, Canada
$2.02M -$1.05K -17 -0.1%
LNWWM
341
Laird Norton Wetherby Wealth Management
California
$2.02M +$2.02M +32,659 New
TCOV
342
Trust Company of Vermont
Vermont
$2M +$90.1K +1,457 +5%
SDWMA
343
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.99M – – –
AG
344
AlTi Global
New York
$1.99M – – –
UM
345
UniSuper Management
Australia
$1.96M -$244K -2,900 -11%
Two Sigma Advisers
346
Two Sigma Advisers
New York
$1.96M +$1.49M +24,100 +317%
AGA
347
Accuvest Global Advisors
Utah
$1.96M +$1.96M +31,644 New
AG
348
Algert Global
California
$1.94M +$285K +4,620 +17%
WT
349
Whittier Trust
California
$1.9M – – –
HFS
350
Hantz Financial Services
Michigan
$1.89M -$200K -3,238 -10%
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