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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 %
GPA
476
Garrison Point Advisors
California
$536K +$5.24K +100 +1%
MWM
477
Mattern Wealth Management
Kansas
$532K -$8.65K -165 -2%
MC
478
Moors & Cabot
Massachusetts
$529K -$152K -2,908 -22%
SC
479
Syon Capital
California
$525K +$12.7K +242 +2%
GT
480
Glenview Trust
Kentucky
$524K – – –
HP
481
Hikari Power
Japan
$524K – – –
B
482
Bensler
Washington
$517K – – –
SIA
483
Schechter Investment Advisors
Michigan
$517K -$151K -2,886 -23%
FM
484
Family Management
New York
$513K – – –
BS
485
Banco Santander
Spain
$509K +$509K +9,706 New
SCM
486
Sterling Capital Management
North Carolina
$508K -$15.6M -298,551 -97%
MMA
487
Miracle Mile Advisors
California
$508K +$56.6K +1,079 +13%
IAA
488
Independent Advisor Alliance
North Carolina
$504K -$13K -248 -3%
Jones Financial Companies
489
Jones Financial Companies
Missouri
$502K +$73.2K +1,411 +17%
SWP
490
Stratos Wealth Partners
Ohio
$499K -$285K -5,443 -36%
FP
491
Financial Perspectives
Minnesota
$498K – – –
GA
492
GoalVest Advisory
New York
$497K – – –
Vontobel Holding
493
Vontobel Holding
Switzerland
$496K +$496K +9,480 New
LFA
494
Legacy Financial Advisors
Kentucky
$496K +$8.07K +154 +2%
IC
495
Iconiq Capital
California
$490K +$143K +2,720 +41%
TCM
496
Tuttle Capital Management
Connecticut
$489K +$27.3K +521 +6%
FHA
497
Flagship Harbor Advisors
Massachusetts
$489K -$11K -210 -2%
CRC
498
Curi RMB Capital
Illinois
$486K -$211K -4,017 -30%
AIM
499
Anchor Investment Management
South Carolina
$481K – – –
WAM
500
Wolverine Asset Management
Illinois
$471K – – –
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