BN icon

Brookfield
BN

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 %
WHC
326
Wulff, Hansen & Co
California
$2.09M – – –
PFP
327
Pinnacle Financial Partners
Tennessee
$1.98M – – –
UM
328
UniSuper Management
Australia
$1.97M – – –
QCG
329
Quadrant Capital Group
Ohio
$1.95M +$1.89M +36,154 +3,770%
PAS
330
Park Avenue Securities
New York
$1.92M -$6.75K -129 -0.4%
BBHC
331
Brown Brothers Harriman & Co
New York
$1.91M -$21K -400 -1%
CPCM
332
Cardinal Point Capital Management
Ontario, Canada
$1.87M +$1.87M +35,738 New
RCM
333
Radnor Capital Management
Pennsylvania
$1.85M – – –
RG
334
Rathbones Group
United Kingdom
$1.83M -$120K -2,289 -6%
NFA
335
Northwest Financial Advisors
Virginia
$1.82M -$62.8K -1,198 -3%
CGIM
336
Capital Group Investment Management
Singapore
$1.8M +$294K +5,618 +20%
KI
337
Keystone Investors
Singapore
$1.8M +$1.8M +34,265 New
HFS
338
Hantz Financial Services
Michigan
$1.77M -$65.6K -1,251 -4%
LIM
339
Leavell Investment Management
Alabama
$1.76M – – –
Fiera Capital (Canada)
340
Fiera Capital (Canada)
Quebec, Canada
$1.71M -$73.7K -1,406 -4%
SIC
341
Sage Investment Counsel
Tennessee
$1.71M +$969K +18,495 +131%
PP
342
PDT Partners
New York
$1.69M -$262 -5 -0%
Barclays
343
Barclays
United Kingdom
$1.69M -$2.39M -45,675 -59%
SDWMA
344
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.68M – – –
AG
345
AlTi Global
New York
$1.68M – – –
EHC
346
Everett Harris & Co
California
$1.68M – – –
AV
347
ASR Vermogensbeheer
Netherlands
$1.63M +$1.63M +31,093 New
GWM
348
Geneos Wealth Management
Colorado
$1.63M +$837K +15,972 +106%
TCOV
349
Trust Company of Vermont
Vermont
$1.62M -$62.1K -1,184 -4%
WT
350
Whittier Trust
California
$1.61M -$258K -4,932 -14%
12 13
14
15 16