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Brookfield
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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
10.82%
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
+$933M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$188M
3
ROTUOC
Regents of the University of California
California
+$154M
4
PSCM
Pershing Square Capital Management
New York
+$124M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$112M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$391M
2
Goldman Sachs
Goldman Sachs
New York
-$278M
3
EIG
EdgePoint Investment Group
Ontario, Canada
-$192M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$160M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
401
TIAA Trust, National Association
North Carolina
$1.22M -$14.7K -255 -1%
HIMC
402
Heritage Investors Management Corp
Maryland
$1.21M – – –
BFG
403
Bleakley Financial Group
New Jersey
$1.19M -$97.1K -1,690 -8%
RRA
404
Round Rock Advisors
Connecticut
$1.18M – – –
Fayez Sarofim & Co
405
Fayez Sarofim & Co
Texas
$1.16M +$1.16M +20,262 New
BPW
406
Bingham Private Wealth
California
$1.15M +$1.15M +19,937 New
LAM
407
Lakewood Asset Management
Illinois
$1.13M – – –
WKWM
408
Walter & Keenan Wealth Management
Indiana
$1.12M -$5.17K -90 -0.5%
MFS
409
Mirabella Financial Services
United Kingdom
$1.11M +$1.11M +19,374 New
MIG
410
Meketa Investment Group
Massachusetts
$1.09M +$1.09M +19,058 New
MC
411
Meketa Capital
Massachusetts
$1.09M +$1.09M +19,058 New
YCM
412
Yousif Capital Management
Michigan
$1.09M -$305K -5,315 -22%
BRWA
413
B. Riley Wealth Advisors
Florida
$1.08M -$111K -1,933 -9%
SWM
414
Segment Wealth Management
Texas
$1.05M – – –
WA
415
Waverly Advisors
Alabama
$1.02M +$491K +8,543 +93%
CT
416
Clearstead Trust
Maine
$1.01M -$57 -1 -0%
CG
417
Caprock Group
Idaho
$1M +$295K +5,134 +42%
XT
418
XTX Topco
Cayman Islands
$999K +$999K +17,388 New
Lido Advisors
419
Lido Advisors
California
$985K +$35.6K +619 +4%
BCI
420
Brinker Capital Investments
Pennsylvania
$955K +$11.3K +197 +1%
OPS
421
Orion Portfolio Solutions
Nebraska
$955K +$11.3K +197 +1%
PWG
422
Portside Wealth Group
Utah
$953K -$193K -3,356 -17%
FPF
423
First Pacific Financial
Washington
$942K -$30.6K -533 -3%
SC
424
Schubert & Co
Texas
$941K +$5.75K +100 +0.6%
CWM
425
Congress Wealth Management
Massachusetts
$937K -$310K -5,400 -25%
15 16
17
18 19