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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 %
BFG
376
Bleakley Financial Group
New Jersey
$1.26M +$169K +3,232 +16%
GCM
377
Genus Capital Management
British Columbia, Canada
$1.24M +$1.24M +23,754 New
S
378
SimplyRich
California
$1.24M – – –
PGAM
379
Princeton Global Asset Management
New Jersey
$1.22M -$43.1K -822 -3%
CWG
380
C WorldWide Group
Denmark
$1.22M +$1.22M +23,184 New
NG
381
Norden Group
Utah
$1.21M +$14K +268 +1%
TIAA Trust, National Association
382
TIAA Trust, National Association
North Carolina
$1.21M +$92.3K +1,762 +8%
VAG
383
VisionPoint Advisory Group
Texas
$1.21M +$34K +648 +3%
VWM
384
Venturi Wealth Management
Texas
$1.2M +$16K +306 +1%
CA
385
Cornerstone Advisory
Maryland
$1.19M +$386K +7,075 +48%
FIA
386
Foundations Investment Advisors
Arizona
$1.18M -$89.7K -1,712 -7%
KeyBank National Association
387
KeyBank National Association
Ohio
$1.17M +$38.7K +738 +3%
HI
388
Hendershot Investments
Virginia
$1.16M -$19.4K -371 -2%
PIM
389
Plato Investment Management
Australia
$1.15M +$14.8K +280 +1%
TSW
390
Thompson Siegel & Walmsley
Virginia
$1.13M -$53.7K -1,025 -5%
PL
391
Perpetual Ltd
Australia
$1.13M -$53.7K -1,025 -5%
WTA
392
Washington Trust Advisors
Massachusetts
$1.13M – – –
RI
393
Rinkey Investments
California
$1.12M – – –
TI
394
Trexquant Investment
Connecticut
$1.12M +$1.12M +21,365 New
HWM
395
Hemington Wealth Management
Virginia
$1.12M – – –
HIMC
396
Heritage Investors Management Corp
Maryland
$1.1M – – –
BPW
397
Bingham Private Wealth
California
$1.1M +$50.5K +964 +5%
SFI
398
Susquehanna Fundamental Investments
Pennsylvania
$1.08M -$2.55M -48,700 -70%
BCI
399
Brinker Capital Investments
Pennsylvania
$1.08M +$208K +3,973 +24%
OPS
400
Orion Portfolio Solutions
Nebraska
$1.08M +$208K +3,973 +24%
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