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 %
PI
476
PFG Investments
New York
$635K -$6.93K -112 -1%
GPA
477
Garrison Point Advisors
California
$632K – – –
IP
478
Intellectus Partners
California
$624K -$224K -3,623 -26%
MIG
479
Meketa Investment Group
Massachusetts
$623K -$2M -32,397 -76%
MC
480
Moors & Cabot
Massachusetts
$623K -$2.29K -37 -0.4%
AWA
481
Arkadios Wealth Advisors
Georgia
$621K +$621K +10,041 New
GT
482
Glenview Trust
Kentucky
$619K – – –
CCM
483
Corsair Capital Management
New York
$619K +$19.2K +310 +3%
FM
484
Family Management
New York
$605K – – –
MMA
485
Miracle Mile Advisors
California
$605K +$6.12K +99 +1%
LFA
486
Legacy Financial Advisors
Kentucky
$600K +$14.8K +239 +3%
MWM
487
Mattern Wealth Management
Kansas
$598K -$30.2K -488 -5%
MCC
488
Malaga Cove Capital
California
$597K -$76.1K -1,230 -11%
AAS
489
Avantax Advisory Services
Texas
$591K +$57.4K +928 +11%
FP
490
Financial Perspectives
Minnesota
$587K – – –
GA
491
GoalVest Advisory
New York
$587K – – –
SCM
492
Sterling Capital Management
North Carolina
$580K -$19.3K -312 -3%
WPP
493
Whalerock Point Partners
Rhode Island
$580K +$232K +3,752 +67%
TC
494
TwinBeech Capital
New York
$580K +$580K +9,370 New
FHA
495
Flagship Harbor Advisors
Massachusetts
$577K +$680 +11 +0.1%
KA
496
Kovack Advisors
Florida
$564K +$564K +9,122 New
WAM
497
Wolverine Asset Management
Illinois
$556K – – –
CCM
498
Coldstream Capital Management
Washington
$554K +$364K +5,884 +191%
Envestnet Portfolio Solutions
499
Envestnet Portfolio Solutions
Illinois
$552K +$294K +4,753 +114%
IAA
500
Independent Advisor Alliance
North Carolina
$547K -$47.1K -762 -8%
18 19
20
21 22