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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 %
Envestnet Portfolio Solutions
501
Envestnet Portfolio Solutions
Illinois
$543K +$23.8K +415 +5%
HF
502
HRT Financial
New York
$538K +$297K +5,170 +123%
LFA
503
Legacy Financial Advisors
Kentucky
$535K +$22.4K +390 +4%
AIM
504
Anchor Investment Management
South Carolina
$527K – – –
IWM
505
IHT Wealth Management
Illinois
$523K -$112K -1,943 -18%
WAM
506
Wolverine Asset Management
Illinois
$517K – – –
TCM
507
Tuttle Capital Management
Connecticut
$506K +$131K +2,272 +35%
MMA
508
Miracle Mile Advisors
California
$494K -$167K -2,909 -25%
FWP
509
Firethorn Wealth Partners
Georgia
$488K +$115 +2 +0%
AAS
510
Avantax Advisory Services
Texas
$488K -$15K -261 -3%
M&T Bank
511
M&T Bank
New York
$486K +$460 +8 +0.1%
KIA
512
Kraematon Investment Advisors
Massachusetts
$485K +$172 +3 +0%
S
513
SignatureFD
Georgia
$483K +$164K +2,851 +51%
4WM
514
4J Wealth Management
Virginia
$480K – – –
FPAS
515
Focus Partners Advisor Solutions
Missouri
$480K +$57.8K +1,006 +14%
Jones Financial Companies
516
Jones Financial Companies
Missouri
$475K +$169K +2,945 +55%
FA
517
Fortis Advisors
Pennsylvania
$474K – – –
LC
518
Lindbrook Capital
California
$471K +$43K +749 +10%
Susquehanna International Group
519
Susquehanna International Group
Pennsylvania
$463K +$156K +2,720 +51%
DZ Bank
520
DZ Bank
Germany
$462K -$61.4K -1,068 -12%
CB
521
Commerce Bank
Missouri
$459K – – –
MWM
522
Modern Wealth Management
Kansas
$458K +$458K +7,968 New
BWA
523
Bordeaux Wealth Advisors
California
$456K – – –
SQA
524
Simon Quick Advisors
New Jersey
$449K +$449K +7,815 New
DR
525
Davis Rea
Ontario, Canada
$446K -$198K -3,448 -31%
19 20
21
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