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Brookfield
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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 %
B
501
Bailard
California
$539K +$93K +1,504 +21%
AIM
502
Anchor Investment Management
South Carolina
$539K -$27.8K -450 -5%
VA
503
Vident Advisory
Georgia
$524K +$147K +2,384 +39%
KIA
504
Kraematon Investment Advisors
Massachusetts
$522K +$124 +2 +0%
RFC
505
Regions Financial Corp
Alabama
$520K +$56.9K +920 +12%
4WM
506
4J Wealth Management
Virginia
$518K +$1.86K +30 +0.4%
CAM
507
Cidel Asset Management
Ontario, Canada
$511K -$578K -9,360 -53%
SQA
508
Simon Quick Advisors
New Jersey
$508K -$43.3K -700 -8%
MWM
509
Modern Wealth Management
Kansas
$499K +$5.69K +92 +1%
DZ Bank
510
DZ Bank
Germany
$498K – – –
IA
511
Integrity Alliance
Iowa
$495K -$1M -16,187 -67%
CB
512
Commerce Bank
Missouri
$495K +$618 +10 +0.1%
CFS
513
CRA Financial Services
New Jersey
$495K – – –
TSS
514
Two Sigma Securities
New York
$493K +$493K +7,977 New
FA
515
Fortis Advisors
Pennsylvania
$489K -$52.6K -850 -10%
PFS
516
Prospera Financial Services
Texas
$487K +$95.4K +1,543 +24%
RWS
517
Rochester Wealth Strategies
Michigan
$484K +$13.9K +225 +3%
Carson Wealth (CWM LLC)
518
Carson Wealth (CWM LLC)
Nebraska
$478K -$3.59K -58 -0.7%
IC
519
Iconiq Capital
California
$475K -$103K -1,668 -18%
VFA
520
Voya Financial Advisors
Connecticut
$474K -$20.4K -331 -4%
FCP
521
Fidelis Capital Partners
Florida
$472K -$24.6K -365 -5%
COFSG
522
Carbahal Olsen Financial Services Group
California
$472K – – –
AWAU
523
Alliance Wealth Advisors (Utah)
Utah
$471K +$21.5K +348 +5%
HP
524
Hikari Power
Japan
$464K -$155K -2,500 -25%
IB
525
Intrust Bank
Kansas
$461K +$76.7K +1,240 +20%
19 20
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