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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 %
LAM
451
Lakewood Asset Management
Illinois
$658K -$374K -7,130 -36%
AWM
452
AE Wealth Management
Kansas
$658K -$820K -15,644 -55%
WSFS
453
Wilmington Savings Fund Society
Delaware
$657K -$52 -1 -0%
MWA
454
Midland Wealth Advisors
Illinois
$653K – – –
PAG
455
Private Advisor Group
New Jersey
$627K +$7.18K +137 +1%
QWM
456
Quadcap Wealth Management
Texas
$615K -$8.28K -158 -1%
TCM
457
TT Capital Management
California
$613K – – –
Susquehanna International Group
458
Susquehanna International Group
Pennsylvania
$605K +$182K +3,474 +43%
TGAM
459
TBH Global Asset Management
Tennessee
$602K -$5.14K -98 -0.8%
CI
460
Corient IA
Florida
$590K +$590K +11,250 New
AF
461
Apexium Financial
Texas
$585K – – –
SCA
462
Snowden Capital Advisors
New York
$579K -$96.3K -1,840 -14%
WANY
463
Wealthspire Advisors (New York)
New York
$571K -$4.87K -93 -0.8%
MCC
464
Malaga Cove Capital
California
$570K +$371K +7,072 +186%
AWA
465
Arete Wealth Advisors
Illinois
$568K +$568K +10,844 New
SCM
466
SKBA Capital Management
California
$565K +$188K +3,588 +50%
OCM
467
One Capital Management
California
$557K +$557K +10,633 New
MPM
468
Meritage Portfolio Management
Kansas
$556K – – –
MIM
469
Meixler Investment Management
Arizona
$555K -$27.6K -526 -5%
NCM
470
Next Capital Management
New York
$550K -$1.78K -34 -0.3%
Jane Street
471
Jane Street
New York
$550K -$4.11M -78,464 -88%
DLA
472
Douglas Lane & Associates
New York
$549K -$43.4K -829 -7%
PI
473
PFG Investments
New York
$544K +$52 +1 +0%
FPAS
474
Focus Partners Advisor Solutions
Missouri
$541K +$103K +1,961 +23%
S
475
SignatureFD
Georgia
$537K +$96.7K +1,846 +22%
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