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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 %
FFA
576
Farther Finance Advisors
California
$349K +$31.9K +515 +10%
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$349K – – –
ESB
578
Essex Savings Bank
Connecticut
$347K +$33K +534 +11%
GAM
579
Griffin Asset Management
New York
$346K -$48.1K -777 -12%
KCM
580
Kathmere Capital Management
Pennsylvania
$346K +$346K +5,600 New
AF
581
Allworth Financial
California
$345K +$222K +3,596 +181%
GPA
582
Guerra Pan Advisors
New Jersey
$345K – – –
SWP
583
Sagespring Wealth Partners
Tennessee
$344K +$344K +5,556 New
HNB
584
Huntington National Bank
Ohio
$339K +$6.12K +99 +2%
WAM
585
Walker Asset Management
Missouri
$336K – – –
CA
586
Clearstead Advisors
Ohio
$333K +$207K +3,352 +166%
SWM
587
Sendero Wealth Management
Texas
$324K +$66.5K +1,077 +26%
CFG
588
Citizens Financial Group
Rhode Island
$323K +$46.3K +748 +17%
BTW
589
Boston Trust Walden
Massachusetts
$322K – – –
CNTOF
590
Canandaigua National Trust of Florida
New York
$322K +$322K +5,213 New
BC
591
Bridgefront Capital
Texas
$319K +$32.1K +519 +11%
MLL
592
Moody Lynn & Lieberson
Massachusetts
$316K -$16.5K -267 -5%
VF
593
Virtu Financial
New York
$314K +$314K +5,084 New
PCM
594
Prospera Capital Management
Arizona
$314K – – –
ACGA
595
Atlanta Consulting Group Advisors
Georgia
$314K – – –
AWM
596
Axxcess Wealth Management
California
$310K +$2.6K +42 +0.8%
FNBT
597
FineMark National Bank & Trust
Florida
$309K +$309K +5,000 New
FSA
598
Financial Security Advisor
Virginia
$309K – – –
DWM
599
Diversify Wealth Management
Utah
$307K -$42.9K -655 -12%
IFWM
600
Institute for Wealth Management
Colorado
$306K +$306K +4,944 New
22 23
24
25 26