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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 %
USCWA
551
U.S. Capital Wealth Advisors
Texas
$339K +$339K +6,470 New
GAM
552
Griffin Asset Management
New York
$334K +$314 +6 +0.1%
QIM
553
Quantitative Investment Management
Virginia
$332K +$332K +6,344 New
PFS
554
Prospera Financial Services
Texas
$332K +$46K +877 +16%
MIF
555
Mediolanum International Funds
Ireland
$328K +$3.01K +58 +0.9%
IB
556
Intrust Bank
Kansas
$326K -$74.7K -1,426 -19%
CCWM
557
Cassaday & Co Wealth Management
Virginia
$325K – – –
SI
558
Stephens Inc
Arkansas
$325K +$6.76K +129 +2%
Nomura Holdings
559
Nomura Holdings
Japan
$321K +$321K +6,130 New
IC
560
IEQ Capital
California
$321K -$16.4K -312 -5%
HWA
561
Heartwood Wealth Advisors
Virginia
$320K – – –
WWC
562
Waypoint Wealth Counsel
Georgia
$320K – – –
VA
563
Vident Advisory
Georgia
$319K +$35.9K +686 +13%
UB
564
UMB Bank
Missouri
$315K +$15.4K +294 +5%
BCWM
565
Bartlett & Co Wealth Management
Ohio
$313K – – –
CFP
566
Catalyst Financial Partners
Massachusetts
$311K -$1.63K -31 -0.5%
CA
567
Cortland Associates
Missouri
$310K – – –
GAM
568
Gould Asset Management
California
$309K – – –
ANTB
569
AMG National Trust Bank
Colorado
$309K +$6.29K +120 +2%
PFA
570
Pure Financial Advisors
California
$303K +$3.88K +74 +1%
GT
571
Greenleaf Trust
Michigan
$300K -$26.3K -502 -8%
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$296K – – –
SIC
573
SFE Investment Counsel
California
$295K +$295K +5,625 New
WPP
574
Whalerock Point Partners
Rhode Island
$294K – – –
VCA
575
Verdence Capital Advisors
Maryland
$294K +$1.1K +21 +0.4%
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