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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 %
BWA
526
Bordeaux Wealth Advisors
California
$386K -$29.9K -570 -7%
LPT
527
Legacy Private Trust
Wisconsin
$386K -$21K -400 -5%
BMCM
528
Bryn Mawr Capital Management
Pennsylvania
$384K – – –
CSI
529
Cross Staff Investments
New York
$382K – – –
AWAU
530
Alliance Wealth Advisors (Utah)
Utah
$381K -$7.86K -150 -2%
WSCM
531
Wellington Shields Capital Management
New York
$381K +$381K +7,271 New
TCOO
532
Trust Company of Oklahoma
Oklahoma
$379K – – –
B
533
Bailard
California
$378K – – –
ACM
534
Advisors Capital Management
New Jersey
$378K – – –
TF
535
Tenon Financial
New Jersey
$378K -$135K -2,580 -26%
BFS
536
Bradley Foster & Sargent
Connecticut
$376K – – –
SW
537
SVB Wealth
Massachusetts
$365K +$174K +3,315 +91%
HDIM
538
Hanson & Doremus Investment Management
Vermont
$364K – – –
WHG
539
Westwood Holdings Group
Texas
$363K – – –
JWCA
540
J.W. Cole Advisors
Florida
$362K +$152K +2,894 +72%
DWT
541
Dorsey & Whitney Trust
South Dakota
$360K +$996 +19 +0.3%
GEM
542
Global Endowment Management
North Carolina
$359K -$888K -16,947 -71%
BP
543
BBR Partners
New York
$354K – – –
MCWA
544
Meadow Creek Wealth Advisors
Georgia
$354K -$524 -10 -0.1%
CC
545
Callan Capital
California
$351K +$18.9K +361 +6%
NL
546
NWAM LLC
Washington
$350K -$14.4K -275 -4%
G
547
GenTrust
Florida
$348K -$1.73K -33 -0.5%
SOW
548
State of Wyoming
Wyoming
$342K +$175K +3,340 +105%
CT
549
Colonial Trust
South Carolina
$340K -$7.23K -138 -2%
NHC
550
Nicholas Hoffman & Company
Georgia
$340K +$2.04K +39 +0.6%
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