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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 %
Wolverine Trading
501
Wolverine Trading
Illinois
$469K +$469K +9,038 New
SQA
502
Simon Quick Advisors
New Jersey
$467K +$57.8K +1,103 +14%
FA
503
Fortis Advisors
Pennsylvania
$459K +$26.2K +500 +6%
AAS
504
Avantax Advisory Services
Texas
$452K +$7.08K +135 +2%
FWP
505
Firethorn Wealth Partners
Georgia
$446K +$105 +2 +0%
M&T Bank
506
M&T Bank
New York
$445K +$1.42K +27 +0.3%
KIA
507
Kraematon Investment Advisors
Massachusetts
$442K +$105 +2 +0%
4WM
508
4J Wealth Management
Virginia
$437K -$1.05K -20 -0.2%
LC
509
Lindbrook Capital
California
$436K +$6.39K +122 +1%
DZ Bank
510
DZ Bank
Germany
$422K – – –
CFS
511
CRA Financial Services
New Jersey
$419K -$81.2K -1,550 -16%
CB
512
Commerce Bank
Missouri
$419K +$157 +3 +0%
FC
513
FORA Capital
Florida
$418K +$418K +7,973 New
MWM
514
Modern Wealth Management
Kansas
$418K – – –
VFA
515
Voya Financial Advisors
Connecticut
$416K +$17.7K +342 +4%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$408K -$119K -2,269 -23%
CFO
517
Callan Family Office
Pennsylvania
$406K -$280K -5,337 -41%
IWM
518
IHT Wealth Management
Illinois
$402K -$82.5K -1,550 -17%
COFSG
519
Carbahal Olsen Financial Services Group
California
$400K – – –
Two Sigma Advisers
520
Two Sigma Advisers
New York
$398K +$398K +7,600 New
RWS
521
Rochester Wealth Strategies
Michigan
$398K +$398K +7,600 New
RFC
522
Regions Financial Corp
Alabama
$393K +$52 +1 +0%
FCP
523
Fidelis Capital Partners
Florida
$392K +$14.1K +265 +4%
FFG
524
Frisch Financial Group
New York
$391K – – –
CCA
525
Checchi Capital Advisers
California
$387K +$11K +209 +3%
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