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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 %
IFWM
601
Institute for Wealth Management
Colorado
$306K +$306K +4,944 New
AGP
602
Autumn Glory Partners
Texas
$302K – – –
BL
603
BFSG LLC
California
$299K – – –
MCCA
604
Mill Creek Capital Advisors
Pennsylvania
$299K +$299K +4,837 New
IA
605
IFC Advisors
California
$298K +$4.52K +73 +2%
GCP
606
GSA Capital Partners
United Kingdom
$298K +$298K +4,822 New
QCM
607
QRG Capital Management
Illinois
$293K +$34K +550 +13%
TC
608
TAGStone Capital
North Carolina
$288K – – –
EI
609
Ellevest Inc
New York
$287K +$287K +4,647 New
JIC
610
Joel Isaacson & Co
New York
$286K – – –
RCAG
611
Rehmann Capital Advisory Group
Michigan
$284K – – –
FVWA
612
Foster Victor Wealth Advisors
South Carolina
$283K +$63 +1 +0%
MFG
613
Merit Financial Group
Georgia
$283K +$13.2K +214 +5%
UCFA
614
United Capital Financial Advisors
Texas
$283K +$12.4K +201 +5%
VV
615
Verity & Verity
South Carolina
$282K – – –
NDSI
616
Newman Dignan & Sheerar Inc
Rhode Island
$281K +$281K +4,540 New
VAF
617
Values Added Financial
District of Columbia
$278K -$64.9K -1,050 -19%
NEPPG
618
New England Professional Planning Group
Rhode Island
$278K – – –
FTWA
619
Fifth Third Wealth Advisors
Ohio
$276K – – –
FFM
620
Forum Financial Management
Illinois
$276K – – –
EWA
621
EP Wealth Advisors
California
$273K +$273K +4,411 New
BAM
622
Belpointe Asset Management
Nevada
$271K +$21K +340 +8%
WPC
623
Wedmont Private Capital
Pennsylvania
$270K +$4K +64 +2%
AA
624
Addison Advisors
Vermont
$269K +$680 +11 +0.3%
WCM
625
Washburn Capital Management
Florida
$269K – – –
23 24
25
26 27