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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 %
GT
426
Glenmede Trust
Pennsylvania
$935K -$861K -14,989 -48%
New York State Common Retirement Fund
427
New York State Common Retirement Fund
New York
$912K +$912K +15,880 New
ASN
428
Advisory Services Network
Georgia
$909K -$671K -11,683 -42%
CA
429
Cornerstone Advisory
Maryland
$903K +$903K +14,830 New
VT
430
Vise Technologies
New York
$903K +$411K +7,159 +84%
MGWM
431
Marks Group Wealth Management
Minnesota
$902K -$89.8K -1,563 -9%
CIA
432
Compass Ion Advisors
Pennsylvania
$900K – – –
SWA
433
Strata Wealth Advisors
Texas
$899K – – –
AWM
434
Apollon Wealth Management
South Carolina
$896K +$19.4K +338 +2%
NW
435
NewEdge Wealth
Pennsylvania
$873K -$25.6K -446 -3%
Verition Fund Management
436
Verition Fund Management
Connecticut
$865K -$1.87M -32,564 -68%
GWM
437
Geneos Wealth Management
Colorado
$864K +$864K +15,043 New
AC
438
Avenir Corporation
Virginia
$862K – – –
SWP
439
Stratos Wealth Partners
Ohio
$860K +$287K +4,988 +50%
IP
440
Intellectus Partners
California
$857K – – –
GWMIA
441
Global Wealth Management Investment Advisory
Florida
$857K +$41.3K +719 +5%
CS
442
Candriam SCA
Luxembourg
$839K – – –
BWP
443
Burling Wealth Partners
Illinois
$825K +$825K +14,355 New
SIC
444
Sage Investment Counsel
Tennessee
$809K +$809K +14,088 New
AFG
445
Atomi Financial Group
New York
$804K +$108K +1,875 +15%
QI
446
Qtron Investments
Massachusetts
$794K – – –
MML Investors Services
447
MML Investors Services
Massachusetts
$776K +$8.1K +141 +1%
BTWM
448
Baker Tilly Wealth Management
Wisconsin
$774K -$20.6K -359 -3%
LC
449
Lincoln Capital
Nebraska
$768K -$28.4K -494 -4%
CRC
450
Curi RMB Capital
Illinois
$764K +$115 +2 +0%
16 17
18
19 20