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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 %
HTC
626
Haverford Trust Company
Pennsylvania
$247K +$11K +192 +5%
CA
627
Clearstead Advisors
Ohio
$247K +$1.26K +22 +0.5%
RSWM
628
Robertson Stephens Wealth Management
California
$245K +$245K +4,272 New
LBC
629
Lowe Brockenbrough & Co
Virginia
$238K +$238K +4,145 New
KA
630
Kovack Advisors
Florida
$238K +$345 +6 +0.1%
SRC
631
Shufro Rose & Co
New York
$237K +$237K +4,130 New
Thrivent Financial for Lutherans
632
Thrivent Financial for Lutherans
Minnesota
$237K -$6.68K -115 -3%
ACA
633
Aptus Capital Advisors
Alabama
$236K +$236K +4,099 New
CAWM
634
Capital A Wealth Management
Pennsylvania
$235K +$235K +4,087 New
QCM
635
QRG Capital Management
Illinois
$234K +$234K +4,077 New
LIC
636
Laurus Investment Counsel
Canada
$233K – – –
WPC
637
Wedmont Private Capital
Pennsylvania
$233K -$80.8K -1,471 -26%
VFA
638
Valeo Financial Advisors
Indiana
$232K +$4.94K +86 +2%
FTWA
639
Fifth Third Wealth Advisors
Ohio
$232K +$232K +4,037 New
NWAG
640
Net Worth Advisory Group
Utah
$232K +$232K +4,031 New
WFI
641
West Family Investments
California
$231K +$231K +4,026 New
JWCA
642
J.W. Cole Advisors
Florida
$231K +$115 +2 +0%
BFO
643
Biltmore Family Office
North Carolina
$230K – – –
LAM
644
Lummis Asset Management
Texas
$228K – – –
MCC
645
Malaga Cove Capital
California
$219K – – –
GRP
646
Global Retirement Partners
California
$218K +$34.3K +597 +19%
JIC
647
Johnson Investment Counsel
Ohio
$217K – – –
LSAG
648
Lake Street Advisors Group
New Hampshire
$210K +$210K +3,654 New
SW
649
SVB Wealth
Massachusetts
$210K +$210K +3,653 New
FWTB
650
First Western Trust Bank
Colorado
$208K -$27.5K -478 -12%
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