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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 %
BAM
651
Brave Asset Management
New Jersey
$207K +$207K +3,600 New
HI
652
Harbour Investments
Wisconsin
$206K – – –
OFG
653
Oxford Financial Group
Indiana
$206K +$206K +3,578 New
CWA
654
Canvas Wealth Advisors
Kansas
$205K +$205K +3,576 New
VF
655
Virtu Financial
New York
$205K -$22.6K -394 -10%
SWM
656
SeaCrest Wealth Management
New York
$204K +$204K +3,557 New
NP
657
NorthRock Partners
Minnesota
$204K -$75.3K -1,310 -27%
WBCM
658
Wilson & Boucher Capital Management
California
$204K – – –
QC
659
Quent Capital
New York
$203K +$230 +4 +0.1%
CIC
660
Carnegie Investment Counsel
Ohio
$201K +$201K +3,499 New
BIC
661
Beach Investment Counsel
Pennsylvania
$201K – – –
CH
662
Cromwell Holdings
Wyoming
$200K – – –
FFA
663
Farther Finance Advisors
California
$193K -$25.5K -444 -12%
WTC
664
WhitTier Trust Company
Nevada
$189K – – –
POIA
665
Pin Oak Investment Advisors
Texas
$189K – – –
SOW
666
State of Wyoming
Wyoming
$183K -$188K -3,270 -51%
PPC
667
Park Place Capital
Alabama
$174K -$7.58K -132 -4%
Macquarie Group
668
Macquarie Group
Australia
$166K – – –
GIBU
669
Gulf International Bank (UK)
United Kingdom
$163K -$65.9K -1,152 -29%
GIS
670
Grayhawk Investment Strategies
Alberta, Canada
$161K +$161K +2,797 New
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$148K +$14.1K +245 +10%
FA
672
Fedenia Advisers
Wisconsin
$147K +$147K +2,559 New
MHIP
673
Mountain Hill Investment Partners
New Jersey
$137K +$137K +2,390 New
IRAG
674
Investment Research & Advisory Group
Georgia
$129K – – –
ANBT
675
American National Bank & Trust
Texas
$129K +$129K +2,250 New
25 26
27
28 29