BN icon

Brookfield
BN

Overview Fund Activity

813 hedge funds and large institutions have $59.5B invested in Brookfield in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 239 increasing their positions, 276 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+75
Holders Change %
+10.16%
% of All Funds
10.83%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
0.89%
New
118
Increased
239
Reduced
276
Closed
31
Calls
$109M
Puts
$53.3M
Net Calls
+$55.8M
Net Calls Change
-$80.1M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.11B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$211M
3
ROTUOC
Regents of the University of California
California
$154M
4
PSCM
Pershing Square Capital Management
New York
$2B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$460M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$3B
2
Goldman Sachs
Goldman Sachs
New York
$241M
3
EIG
EdgePoint Investment Group
Ontario, Canada
$469M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.86B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$674M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
351
AlTi Global
New York
$1.85M -$873K -15,200 -32%
SDWMA
352
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.84M – – –
TCOV
353
Trust Company of Vermont
Vermont
$1.84M -$205K -3,571 -10%
EHC
354
Everett Harris & Co
California
$1.84M – – –
AG
355
Algert Global
California
$1.8M +$90.9K +1,583 +5%
SCM
356
SOL Capital Management
Maryland
$1.76M +$1.72K +30 +0.1%
HCP
357
Holt Capital Partners
Texas
$1.75M – – –
SEI Investments
358
SEI Investments
Pennsylvania
$1.71M -$348K -6,059 -17%
EWM
359
Evercore Wealth Management
New York
$1.69M -$52.1K -907 -3%
MIM
360
Moseley Investment Management
Florida
$1.65M – – –
CGIM
361
Capital Group Investment Management
Singapore
$1.65M – – –
STA
362
Summit Trail Advisors
New York
$1.65M -$33K -574 -2%
P
363
Pitcairn
Pennsylvania
$1.63M +$134K +2,327 +9%
AWM
364
AE Wealth Management
Kansas
$1.62M +$1.62M +28,195 New
NIM
365
Nexus Investment Management
Ontario, Canada
$1.6M -$75.4K -1,315 -5%
SF
366
Summit Financial
New Jersey
$1.58M +$1.36M +23,700 +622%
KWM
367
Koa Wealth Management
California
$1.58M -$356K -6,198 -18%
PCM
368
Parsons Capital Management
Rhode Island
$1.55M – – –
P
369
&Partners
Tennessee
$1.51M +$372K +6,443 +33%
PIA
370
Powell Investment Advisors
Florida
$1.5M – – –
BIM
371
Bridges Investment Management
Nebraska
$1.48M -$397K -6,910 -21%
N
372
Natixis
France
$1.47M +$850K +14,804 +138%
GC
373
Gilbert & Cook
Iowa
$1.46M -$119K -2,064 -8%
AT
374
Avalon Trust
New Mexico
$1.45M -$172K -2,999 -11%
Credit Agricole
375
Credit Agricole
France
$1.45M – – –
13 14
15
16 17