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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 %
HCP
351
Holt Capital Partners
Texas
$1.6M – – –
VPI
352
Value Partners Investments
Manitoba, Canada
$1.58M -$933K -17,803 -37%
P
353
Pitcairn
Pennsylvania
$1.55M +$55.3K +1,056 +4%
EWM
354
Evercore Wealth Management
New York
$1.54M – – –
SF
355
Summit Financial
New Jersey
$1.54M +$96.3K +1,837 +7%
CL
356
Choreo LLC
Illinois
$1.53M -$718K -13,692 -32%
MIM
357
Moseley Investment Management
Florida
$1.51M – – –
Acadian Asset Management
358
Acadian Asset Management
Massachusetts
$1.48M -$2.16M -41,349 -59%
BIM
359
Bridges Investment Management
Nebraska
$1.48M +$130K +2,475 +10%
SEI Investments
360
SEI Investments
Pennsylvania
$1.45M -$107K -2,038 -7%
P
361
&Partners
Tennessee
$1.43M +$64K +1,222 +5%
HS
362
HighVista Strategies
Massachusetts
$1.43M +$1.43M +27,200 New
PCM
363
Parsons Capital Management
Rhode Island
$1.41M – – –
AG
364
Algert Global
California
$1.4M -$240K -4,590 -15%
GC
365
Gilbert & Cook
Iowa
$1.38M +$46.6K +889 +4%
PIA
366
Powell Investment Advisors
Florida
$1.36M – – –
WA
367
Waverly Advisors
Alabama
$1.36M +$432K +8,238 +47%
N
368
Natixis
France
$1.35M +$37.2K +723 +3%
KWM
369
Koa Wealth Management
California
$1.32M -$123K -2,351 -9%
DA
370
Denali Advisors
California
$1.31M -$398K -7,589 -23%
Credit Agricole
371
Credit Agricole
France
$1.3M -$15.7K -300 -1%
CSIC
372
Clifford Swan Investment Counsel
California
$1.3M – – –
SFS
373
Sowell Financial Services
Arkansas
$1.3M +$86.3K +1,646 +7%
D.E. Shaw & Co
374
D.E. Shaw & Co
New York
$1.28M +$36.6K +700 +3%
IA
375
Integrity Alliance
Iowa
$1.27M +$1.27M +24,197 New
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