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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 %
WANY
476
Wealthspire Advisors (New York)
New York
$632K +$25.5K +444 +4%
SWP
477
Strategic Wealth Partners
Ohio
$618K +$10.3K +170 +2%
DWA
478
Douglass Winthrop Advisors
New York
$616K +$369K +6,425 +149%
MPM
479
Meritage Portfolio Management
Kansas
$610K – – –
PM
480
Pembroke Management
Quebec, Canada
$606K – – –
NCM
481
Next Capital Management
New York
$605K +$605K +10,534 New
PI
482
PFG Investments
New York
$596K +$20.1K +350 +3%
MWM
483
Mattern Wealth Management
Kansas
$593K -$9.77K -170 -2%
BNP Paribas Asset Management
484
BNP Paribas Asset Management
France
$589K +$589K +9,942 New
GPA
485
Garrison Point Advisors
California
$582K – – –
FIM
486
Freedom Investment Management
Connecticut
$578K -$90.9K -1,583 -14%
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$577K -$42.4K -739 -7%
HP
488
Hikari Power
Japan
$575K – – –
GT
489
Glenview Trust
Kentucky
$575K – – –
CCM
490
Corsair Capital Management
New York
$575K – – –
Fisher Asset Management
491
Fisher Asset Management
Washington
$567K +$14.7K +255 +3%
B
492
Bensler
Washington
$567K – – –
IAA
493
Independent Advisor Alliance
North Carolina
$566K +$15.8K +275 +3%
TF
494
Tenon Financial
New Jersey
$563K +$563K +9,788 New
FM
495
Family Management
New York
$563K +$563K +9,797 New
SC
496
Syon Capital
California
$562K -$4.94K -86 -0.9%
CFS
497
CRA Financial Services
New Jersey
$549K – – –
FHA
498
Flagship Harbor Advisors
Massachusetts
$548K +$232K +4,044 +74%
FP
499
Financial Perspectives
Minnesota
$545K – – –
GA
500
GoalVest Advisory
New York
$545K – – –
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