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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 %
JIC
601
Joel Isaacson & Co
New York
$242K -$52.4K -1,000 -18%
GSEP
602
Golden State Equity Partners
California
$242K -$35.8K -684 -13%
RCAG
603
Rehmann Capital Advisory Group
Michigan
$241K -$1.57K -30 -0.6%
EWM
604
Empirical Wealth Management
Washington
$240K – – –
VV
605
Verity & Verity
South Carolina
$239K – – –
Thrivent Financial for Lutherans
606
Thrivent Financial for Lutherans
Minnesota
$237K – – –
NEPPG
607
New England Professional Planning Group
Rhode Island
$236K – – –
CFG
608
Citizens Financial Group
Rhode Island
$234K +$6.13K +117 +3%
FFM
609
Forum Financial Management
Illinois
$234K -$44.6K -851 -16%
FTWA
610
Fifth Third Wealth Advisors
Ohio
$234K +$22.2K +423 +10%
TC
611
TAGStone Capital
North Carolina
$233K – – –
HTC
612
Haverford Trust Company
Pennsylvania
$230K +$4.56K +87 +2%
UCFA
613
United Capital Financial Advisors
Texas
$229K -$15.9K -304 -7%
MFG
614
Merit Financial Group
Georgia
$229K +$229K +4,364 New
WCM
615
Washburn Capital Management
Florida
$228K -$40.6K -775 -15%
AA
616
Addison Advisors
Vermont
$228K – – –
IC
617
Inscription Capital
Texas
$227K +$227K +5,430 New
SCP
618
Sivia Capital Partners
California
$226K -$943 -18 -0.4%
ECM
619
Evergreen Capital Management
Washington
$226K -$41.1K -785 -15%
DWA
620
Douglass Winthrop Advisors
New York
$225K -$336K -6,425 -60%
EW
621
Evoke Wealth
California
$223K +$223K +4,248 New
FVWA
622
Foster Victor Wealth Advisors
South Carolina
$220K +$220K +4,525 New
QCM
623
QRG Capital Management
Illinois
$219K +$5.66K +108 +3%
Envestnet Portfolio Solutions
624
Envestnet Portfolio Solutions
Illinois
$218K -$277K -5,281 -56%
SWM
625
Sendero Wealth Management
Texas
$218K +$218K +4,169 New
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