BN icon

Brookfield
BN

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 %
RRA
401
Round Rock Advisors
Connecticut
$1.07M – – –
AT
402
Avalon Trust
New Mexico
$1.05M -$275K -5,249 -21%
AFM
403
Anson Funds Management
Texas
$1.05M +$1.05M +20,000 New
Squarepoint
404
Squarepoint
New York
$1.03M +$1.03M +19,681 New
CG
405
Caprock Group
Idaho
$1.03M +$113K +2,161 +12%
CP
406
CenterBook Partners
Connecticut
$1.02M -$1.17M -22,236 -53%
STA
407
Summit Trail Advisors
New York
$1.02M -$479K -9,147 -32%
WKWM
408
Walter & Keenan Wealth Management
Indiana
$1.02M – – –
BGCP
409
Bristol Gate Capital Partners
Ontario, Canada
$1.02M -$112K -2,142 -10%
NS
410
NBC Securities
Alabama
$994K +$993K +18,964 +99,811%
AQR Capital Management
411
AQR Capital Management
Connecticut
$963K +$574K +11,069 +148%
SWM
412
Segment Wealth Management
Texas
$958K – – –
PWG
413
Portside Wealth Group
Utah
$946K +$76.8K +1,465 +9%
ASN
414
Advisory Services Network
Georgia
$938K +$109K +2,075 +13%
YCM
415
Yousif Capital Management
Michigan
$923K -$70.8K -1,350 -7%
CAM
416
Cidel Asset Management
Ontario, Canada
$923K -$12.1M -231,344 -93%
CT
417
Clearstead Trust
Maine
$922K – – –
VAS
418
Vestmark Advisory Solutions
Massachusetts
$917K +$286K +5,466 +45%
SRL
419
Scientech Research LLC
New Jersey
$906K +$308K +5,881 +52%
Lido Advisors
420
Lido Advisors
California
$899K +$314 +6 +0%
CWM
421
Congress Wealth Management
Massachusetts
$880K +$23.4K +446 +3%
CIA
422
Compass Ion Advisors
Pennsylvania
$875K +$116K +2,550 +15%
SNT
423
SIG North Trading
Pennsylvania
$871K +$871K +16,620 New
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$869K +$180K +3,431 +26%
IWC
425
Integrated Wealth Concepts
Massachusetts
$841K -$314K -5,988 -27%
15 16
17
18 19