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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 %
Capital Fund Management (CFM)
401
Capital Fund Management (CFM)
France
$1.23M -$2.42M -39,157 -66%
WKWM
402
Walter & Keenan Wealth Management
Indiana
$1.2M – – –
PM
403
Pembroke Management
Quebec, Canada
$1.2M +$296K +3,507 +33%
WorldQuant Millennium Advisors
404
WorldQuant Millennium Advisors
New York
$1.19M +$1.19M +19,289 New
N
405
Natixis
France
$1.18M -$441K -7,138 -27%
YCM
406
Yousif Capital Management
Michigan
$1.17M +$82.6K +1,335 +8%
NS
407
NBC Securities
Alabama
$1.17M -$7.42K -120 -0.6%
BGCP
408
Bristol Gate Capital Partners
Ontario, Canada
$1.16M -$47.5K -769 -4%
Barclays
409
Barclays
United Kingdom
$1.16M -$843K -13,612 -42%
SWM
410
Segment Wealth Management
Texas
$1.13M – – –
PWG
411
Portside Wealth Group
Utah
$1.12M +$6.19K +100 +0.6%
CT
412
Clearstead Trust
Maine
$1.12M +$32K +517 +3%
AT
413
Avalon Trust
New Mexico
$1.11M -$124K -2,000 -10%
IWC
414
Integrated Wealth Concepts
Massachusetts
$1.09M +$94.5K +1,528 +10%
CFO
415
Callan Family Office
Pennsylvania
$1.08M +$596K +9,644 +124%
AFG
416
Atomi Financial Group
New York
$1.04M +$203K +3,282 +24%
CIA
417
Compass Ion Advisors
Pennsylvania
$1.03M – – –
DWAM
418
Duncan Williams Asset Management
Tennessee
$1.03M +$145K +2,348 +16%
Lido Advisors
419
Lido Advisors
California
$1.03M -$33K -533 -3%
MGWM
420
Marks Group Wealth Management
Minnesota
$1.02M +$34.6K +559 +3%
KAS
421
Kestra Advisory Services
Texas
$1.02M +$69.5K +1,124 +7%
CAG
422
Crestwood Advisors Group
Massachusetts
$999K +$999K +16,150 New
Mercer Global Advisors
423
Mercer Global Advisors
Colorado
$977K -$48.7K -787 -5%
TC
424
TownSquare Capital
Utah
$959K -$7.09M -114,593 -88%
CL
425
Choreo LLC
Illinois
$949K -$855K -13,822 -47%
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