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Brookfield
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Overview Fund Activity

813 hedge funds and large institutions have $59.5B invested in Brookfield in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 239 increasing their positions, 276 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+75
Holders Change %
+10.16%
% of All Funds
10.82%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
0.89%
New
118
Increased
239
Reduced
276
Closed
31
Calls
$109M
Puts
$53.3M
Net Calls
+$55.8M
Net Calls Change
-$80.1M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$933M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$188M
3
ROTUOC
Regents of the University of California
California
+$154M
4
PSCM
Pershing Square Capital Management
New York
+$124M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$112M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$391M
2
Goldman Sachs
Goldman Sachs
New York
-$278M
3
EIG
EdgePoint Investment Group
Ontario, Canada
-$192M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$160M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
576
Gould Asset Management
California
$339K – – –
ANTB
577
AMG National Trust Bank
Colorado
$332K -$40.8K -710 -11%
UB
578
UMB Bank
Missouri
$329K -$104K -1,811 -24%
PFA
579
Pure Financial Advisors
California
$328K – – –
TI
580
Tidal Investments
Wisconsin
$326K +$326K +5,667 New
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$324K – – –
JIC
582
Joel Isaacson & Co
New York
$323K +$16.3K +283 +5%
WPP
583
Whalerock Point Partners
Rhode Island
$323K – – –
VCA
584
Verdence Capital Advisors
Maryland
$321K +$977 +17 +0.3%
GPA
585
Guerra Pan Advisors
New Jersey
$321K +$321K +5,581 New
A
586
Allianz
Germany
$319K +$319K +5,558 New
FHA
587
First Horizon Advisors
Tennessee
$316K – – –
PFS
588
Prospera Financial Services
Texas
$313K +$18.7K +326 +6%
WAM
589
Walker Asset Management
Missouri
$312K – – –
VA
590
Vident Advisory
Georgia
$310K +$82K +1,428 +36%
MLL
591
Moody Lynn & Lieberson
Massachusetts
$309K -$31.6K -550 -9%
FFM
592
Forum Financial Management
Illinois
$305K – – –
GSEP
593
Golden State Equity Partners
California
$305K +$58.5K +1,018 +24%
EWA
594
EP Wealth Advisors
California
$305K +$305K +5,304 New
HNB
595
Huntington National Bank
Ohio
$303K -$9.48K -165 -3%
BTW
596
Boston Trust Walden
Massachusetts
$300K +$8.73K +152 +3%
HPC
597
HM Payson & Co
Maine
$299K – – –
CHP
598
Cable Hill Partners
Oregon
$296K – – –
WCM
599
Washburn Capital Management
Florida
$294K +$294K +5,125 New
ECM
600
Evergreen Capital Management
Washington
$293K +$46K +800 +19%
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