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Brookfield
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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 %
MGWM
426
Marks Group Wealth Management
Minnesota
$837K +$14.3K +272 +2%
GT
427
Glenmede Trust
Pennsylvania
$834K -$18.9K -361 -2%
CS
428
Candriam SCA
Luxembourg
$825K +$60.8K +1,162 +8%
PM
429
Pembroke Management
Quebec, Canada
$807K +$254K +3,378 +46%
KAS
430
Kestra Advisory Services
Texas
$802K +$221K +4,213 +38%
NW
431
NewEdge Wealth
Pennsylvania
$790K -$6.45K -123 -0.8%
Verition Fund Management
432
Verition Fund Management
Connecticut
$789K – – –
AC
433
Avenir Corporation
Virginia
$786K – – –
AWM
434
Apollon Wealth Management
South Carolina
$784K -$33.6K -642 -4%
SWA
435
Strata Wealth Advisors
Texas
$760K -$60.2K -1,148 -7%
FPF
436
First Pacific Financial
Washington
$755K -$105K -1,996 -12%
DWAM
437
Duncan Williams Asset Management
Tennessee
$750K +$67.1K +1,281 +10%
BTWM
438
Baker Tilly Wealth Management
Wisconsin
$739K +$33.6K +642 +5%
IWA
439
Icon Wealth Advisors
Texas
$737K +$102K +1,953 +16%
VanEck Associates
440
VanEck Associates
New York
$724K +$413K +7,885 +133%
IP
441
Intellectus Partners
California
$719K -$63.1K -1,204 -8%
ACM
442
AREX Capital Management
New York
$716K -$477K -9,106 -40%
Fisher Asset Management
443
Fisher Asset Management
Washington
$707K +$190K +3,620 +37%
AFG
444
Atomi Financial Group
New York
$707K -$26.6K -507 -4%
BWP
445
Burling Wealth Partners
Illinois
$694K -$58.1K -1,109 -8%
MML Investors Services
446
MML Investors Services
Massachusetts
$688K -$19.9K -380 -3%
HBCM
447
Heron Bay Capital Management
Michigan
$679K +$2.31K +44 +0.3%
LC
448
Lincoln Capital
Nebraska
$674K +$4.86K +97 +0.7%
SC
449
Schubert & Co
Texas
$668K -$190K -3,628 -22%
Pacer Advisors
450
Pacer Advisors
Pennsylvania
$666K +$19.2K +366 +3%
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