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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
0.96%
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 %
SRL
551
Scientech Research LLC
New Jersey
$397K -$673K -10,883 -63%
PP
552
PDS Planning
Ohio
$396K +$59.7K +966 +18%
CT
553
Colonial Trust
South Carolina
$390K -$11.1K -180 -3%
MIF
554
Mediolanum International Funds
Ireland
$390K – – –
FWP
555
Firethorn Wealth Partners
Georgia
$387K -$139K -2,248 -26%
CCWM
556
Cassaday & Co Wealth Management
Virginia
$384K – – –
GCM
557
Genus Capital Management
British Columbia, Canada
$383K -$1.08M -17,554 -74%
HWA
558
Heartwood Wealth Advisors
Virginia
$378K – – –
TF
559
Tenon Financial
New Jersey
$378K – – –
WWC
560
Waypoint Wealth Counsel
Georgia
$378K – – –
M&T Bank
561
M&T Bank
New York
$377K -$149K -2,404 -28%
GWM
562
Gibbs Wealth Management
Georgia
$375K +$375K +6,062 New
UB
563
UMB Bank
Missouri
$371K -$1.3K -21 -0.3%
BCWM
564
Bartlett & Co Wealth Management
Ohio
$370K – – –
CFP
565
Catalyst Financial Partners
Massachusetts
$367K – – –
GRP
566
Global Retirement Partners
California
$366K +$366K +5,914 New
ANTB
567
AMG National Trust Bank
Colorado
$366K +$1.24K +20 +0.3%
CA
568
Cortland Associates
Missouri
$365K -$1.24K -20 -0.3%
GT
569
Greenleaf Trust
Michigan
$362K +$7.55K +122 +2%
Susquehanna International Group
570
Susquehanna International Group
Pennsylvania
$356K -$357K -5,777 -50%
PFA
571
Pure Financial Advisors
California
$355K -$2.1K -34 -0.6%
QIM
572
Quantitative Investment Management
Virginia
$354K -$37.9K -613 -10%
SCP
573
Sivia Capital Partners
California
$353K +$86.3K +1,396 +32%
GAM
574
Gould Asset Management
California
$352K -$12.7K -205 -3%
VCA
575
Verdence Capital Advisors
Maryland
$350K +$3.53K +57 +1%
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