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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 %
CRC
351
Curi RMB Capital
Illinois
$1.87M +$1.29M +20,889 +225%
PM
352
Phraction Management
Connecticut
$1.85M +$1.85M +29,915 New
SEI Investments
353
SEI Investments
Pennsylvania
$1.83M +$116K +1,874 +7%
SF
354
Summit Financial
New Jersey
$1.79M -$24.7K -399 -1%
MIM
355
Moseley Investment Management
Florida
$1.78M – – –
VWM
356
Venturi Wealth Management
Texas
$1.76M +$434K +7,486 +33%
BIM
357
Bridges Investment Management
Nebraska
$1.73M -$13.4K -217 -0.8%
AV
358
ASR Vermogensbeheer
Netherlands
$1.73M -$191K -3,100 -10%
P
359
Pitcairn
Pennsylvania
$1.69M -$139K -2,255 -8%
GC
360
Gilbert & Cook
Iowa
$1.68M +$51.6K +834 +3%
PCM
361
Parsons Capital Management
Rhode Island
$1.66M – – –
EWM
362
Evercore Wealth Management
New York
$1.66M -$163K -2,630 -9%
CWM
363
Congress Wealth Management
Massachusetts
$1.62M +$585K +9,452 +56%
WA
364
Waverly Advisors
Alabama
$1.61M +$3.09K +50 +0.2%
PIA
365
Powell Investment Advisors
Florida
$1.59M -$21K -340 -1%
MG
366
Marex Group
$1.59M +$1.59M +25,695 New
Squarepoint
367
Squarepoint
New York
$1.58M +$360K +5,821 +30%
RA
368
Rational Advisors
New York
$1.58M +$1.58M +25,500 New
AQR Capital Management
369
AQR Capital Management
Connecticut
$1.57M +$421K +6,809 +37%
KWM
370
Koa Wealth Management
California
$1.54M -$13.5K -219 -0.9%
Jane Street
371
Jane Street
New York
$1.54M +$890K +14,383 +137%
CSIC
372
Clifford Swan Investment Counsel
California
$1.53M – – –
BFG
373
Bleakley Financial Group
New Jersey
$1.52M +$32.5K +526 +2%
BBP
374
Banco BTG Pactual
Brazil
$1.5M -$6.19M -100,000 -80%
PCM
375
PenderFund Capital Management
British Columbia, Canada
$1.47M – – –
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