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 %
CP
451
CenterBook Partners
Connecticut
$749K -$459K -7,421 -38%
VAS
452
Vestmark Advisory Solutions
Massachusetts
$740K -$342K -5,537 -32%
First Trust Advisors
453
First Trust Advisors
Illinois
$733K -$2.66M -43,027 -78%
TCM
454
TT Capital Management
California
$721K -$3.09K -50 -0.4%
Jones Financial Companies
455
Jones Financial Companies
Missouri
$706K +$110K +1,778 +18%
FPAS
456
Focus Partners Advisor Solutions
Missouri
$698K +$60.1K +972 +9%
SCM
457
SKBA Capital Management
California
$697K +$30.9K +500 +5%
WSFS
458
Wilmington Savings Fund Society
Delaware
$697K -$78.5K -1,270 -10%
CI
459
Corient IA
Florida
$696K – – –
AF
460
Apexium Financial
Texas
$690K – – –
SC
461
Syon Capital
California
$687K +$67.7K +1,095 +11%
SCA
462
Snowden Capital Advisors
New York
$686K +$2.72K +44 +0.4%
IC
463
IEQ Capital
California
$681K +$303K +4,896 +80%
QWM
464
Quadcap Wealth Management
Texas
$673K -$52.7K -852 -7%
TCM
465
Tuttle Capital Management
Connecticut
$663K +$86.5K +1,398 +15%
ACM
466
AREX Capital Management
New York
$661K -$184K -2,968 -22%
MPM
467
Meritage Portfolio Management
Kansas
$657K – – –
BWP
468
Burling Wealth Partners
Illinois
$656K -$163K -2,637 -20%
Vontobel Holding
469
Vontobel Holding
Switzerland
$654K +$67.3K +1,086 +11%
SC
470
Schubert & Co
Texas
$650K -$138K -2,237 -18%
NCM
471
Next Capital Management
New York
$649K – – –
DLA
472
Douglas Lane & Associates
New York
$648K – – –
TGAM
473
TBH Global Asset Management
Tennessee
$639K -$71.7K -1,160 -10%
SWP
474
Stratos Wealth Partners
Ohio
$639K +$49.1K +794 +8%
BCM
475
Bayesian Capital Management
New York
$637K +$637K +10,300 New
17 18
19
20 21