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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 %
ACM
526
Advisors Capital Management
New Jersey
$460K +$14.2K +230 +3%
JWCA
527
J.W. Cole Advisors
Florida
$459K +$31.9K +515 +7%
BWA
528
Bordeaux Wealth Advisors
California
$455K – – –
LPT
529
Legacy Private Trust
Wisconsin
$455K – – –
CCA
530
Checchi Capital Advisers
California
$454K -$2.1K -34 -0.5%
BMCM
531
Bryn Mawr Capital Management
Pennsylvania
$454K – – –
CSI
532
Cross Staff Investments
New York
$451K – – –
WSCM
533
Wellington Shields Capital Management
New York
$449K – – –
TCOO
534
Trust Company of Oklahoma
Oklahoma
$447K – – –
XT
535
XTX Topco
Cayman Islands
$434K -$2.95M -47,711 -87%
FFG
536
Frisch Financial Group
New York
$432K -$29.1K -470 -6%
IWM
537
IHT Wealth Management
Illinois
$430K -$36.7K -594 -8%
HDIM
538
Hanson & Doremus Investment Management
Vermont
$430K – – –
WHG
539
Westwood Holdings Group
Texas
$430K +$1.79K +29 +0.4%
SI
540
Stephens Inc
Arkansas
$425K +$41.9K +677 +11%
WFI
541
West Family Investments
California
$425K +$176K +2,847 +71%
NHC
542
Nicholas Hoffman & Company
Georgia
$424K +$22.5K +363 +6%
DWT
543
Dorsey & Whitney Trust
South Dakota
$421K -$3.84K -62 -0.9%
BP
544
BBR Partners
New York
$417K – – –
EAM
545
Evanson Asset Management
California
$416K +$416K +6,727 New
NA
546
NewEdge Advisors
Louisiana
$415K +$261K +4,219 +170%
MFS
547
Mirabella Financial Services
United Kingdom
$406K -$2.36M -38,045 -85%
MCWA
548
Meadow Creek Wealth Advisors
Georgia
$404K -$13.3K -215 -3%
NL
549
NWAM LLC
Washington
$404K -$9.77K -158 -2%
USCWA
550
U.S. Capital Wealth Advisors
Texas
$398K -$2.17K -35 -0.5%
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