BN icon

Brookfield
BN

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 %
CFM
426
Capricorn Fund Managers
United Kingdom
$949K +$949K +15,336 New
PAG
427
Private Advisor Group
New Jersey
$939K +$199K +3,221 +27%
GWM
428
Geneos Wealth Management
Colorado
$939K -$980K -15,840 -51%
BTWM
429
Baker Tilly Wealth Management
Wisconsin
$937K +$64.4K +1,041 +7%
NW
430
NewEdge Wealth
Pennsylvania
$932K -$46.8K -721 -5%
Verition Fund Management
431
Verition Fund Management
Connecticut
$931K – – –
GIM
432
Glenmede Investment Management
Pennsylvania
$930K +$930K +15,038 New
AC
433
Avenir Corporation
Virginia
$928K – – –
HF
434
HRT Financial
New York
$923K +$923K +14,931 New
NIG
435
NFJ Investment Group
Texas
$895K +$586K +6,957 +189%
CA
436
Cornerstone Advisory
Maryland
$895K -$460K -7,430 -34%
IWA
437
Icon Wealth Advisors
Texas
$893K +$22.9K +370 +3%
BRWA
438
B. Riley Wealth Advisors
Florida
$869K +$869K +14,049 New
OIA
439
OneDigital Investment Advisors
Kansas
$868K +$868K +14,034 New
LC
440
Lincoln Capital
Nebraska
$832K – – –
WANY
441
Wealthspire Advisors (New York)
New York
$825K +$151K +2,440 +22%
Wolverine Trading
442
Wolverine Trading
Illinois
$810K +$253K +4,107 +45%
HBCM
443
Heron Bay Capital Management
Michigan
$809K +$7.67K +124 +1%
CS
444
Candriam SCA
Luxembourg
$797K -$177K -2,870 -18%
MML Investors Services
445
MML Investors Services
Massachusetts
$790K -$21.9K -355 -3%
JGGDR
446
JGP Global Gestao de Recursos
Brazil
$787K +$787K +12,723 New
FPF
447
First Pacific Financial
Washington
$781K -$110K -1,773 -12%
JPWM
448
Jamison Private Wealth Management
Georgia
$760K -$2.27M -41,030 -75%
LAM
449
Lakewood Asset Management
Illinois
$757K -$19.6K -317 -3%
S
450
SignatureFD
Georgia
$751K +$117K +1,885 +18%
16 17
18
19 20