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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
0.97%
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 %
BFS
626
Bradley Foster & Sargent
Connecticut
$267K -$176K -2,845 -40%
HTC
627
Haverford Trust Company
Pennsylvania
$266K -$5.38K -87 -2%
LCWP
628
Legacy Capital Wealth Partners
Arkansas
$266K -$45.5K -736 -15%
DWA
629
Douglass Winthrop Advisors
New York
$266K – – –
SWA
630
Strata Wealth Advisors
Texas
$263K -$633K -10,238 -71%
GC
631
Guggenheim Capital
Illinois
$261K -$45.5K -735 -15%
CW
632
CreativeOne Wealth
Kansas
$260K +$260K +4,206 New
GSEP
633
Golden State Equity Partners
California
$259K -$26.5K -429 -9%
TI
634
Tidal Investments
Wisconsin
$257K +$257K +4,156 New
VFA
635
Valeo Financial Advisors
Indiana
$256K +$1.3K +21 +0.5%
FB
636
Fulton Bank
Pennsylvania
$255K +$16.1K +260 +7%
KWM
637
Keebeck Wealth Management
Illinois
$251K – – –
LIC
638
Laurus Investment Counsel
Canada
$250K – – –
PWA
639
Provenance Wealth Advisors
Florida
$250K -$5.88K -95 -2%
AAP
640
Arax Advisory Partners
Colorado
$249K +$249K +4,030 New
DFA
641
DHJJ Financial Advisors
Illinois
$248K +$247K +4,000 +80,000%
EI
642
Ethic Inc
New York
$248K -$48.3K -784 -16%
LBC
643
Lowe Brockenbrough & Co
Virginia
$245K – – –
IAS
644
Insigneo Advisory Services
Florida
$245K -$618 -10 -0.3%
Thrivent Financial for Lutherans
645
Thrivent Financial for Lutherans
Minnesota
$243K -$8.44K -137 -3%
LAM
646
Lummis Asset Management
Texas
$243K – – –
ACA
647
Aptus Capital Advisors
Alabama
$242K +$186 +3 +0.1%
TA
648
Tactive Advisors
Florida
$241K +$241K +3,899 New
DS
649
DRW Securities
Illinois
$240K +$240K +3,522 New
Capstone Investment Advisors
650
Capstone Investment Advisors
New York
$238K +$238K +3,846 New
24 25
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