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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 %
PPC
651
Park Place Capital
Alabama
$164K +$5.29K +101 +3%
CCM
652
Coldstream Capital Management
Washington
$161K +$161K +3,077 New
QC
653
Quent Capital
New York
$159K -$26K -497 -14%
GIS
654
Grayhawk Investment Strategies
Alberta, Canada
$146K – – –
SS
655
SBI Securities
Japan
$145K +$46K +878 +47%
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$131K -$3.77K -72 -3%
NA
657
NewEdge Advisors
Louisiana
$130K +$15.5K +295 +13%
MHIP
658
Mountain Hill Investment Partners
New Jersey
$125K – – –
EWA
659
EverSource Wealth Advisors
Alabama
$124K +$26K +496 +27%
GI
660
GAMMA Investing
California
$120K +$17K +325 +17%
ANBT
661
American National Bank & Trust
Texas
$118K – – –
IRAG
662
Investment Research & Advisory Group
Georgia
$118K – – –
EI
663
eCIO Inc
Wisconsin
$111K +$111K +2,126 New
CFB
664
Cullen/Frost Bankers
Texas
$110K -$138K -2,633 -56%
CA
665
Clearstead Advisors
Ohio
$106K -$119K -2,272 -53%
SWM
666
Spire Wealth Management
Virginia
$105K -$629 -12 -0.6%
AF
667
Allworth Financial
California
$105K +$6.03K +114 +6%
TSMHT
668
Thurston Springer Miller Herd & Titak
Indiana
$103K – – –
MHR
669
Matthew Hamilton Rosenberg
$94.5K – – –
HT
670
Headlands Technologies
Illinois
$90.7K +$90.7K +1,731 New
CAWM
671
Capital A Wealth Management
Pennsylvania
$88.5K -$126K -2,399 -59%
BFP
672
Briaud Financial Planning
Texas
$85K – – –
PAI
673
Pittenger & Anderson Inc
Nebraska
$83.7K +$1.78K +34 +2%
CB
674
Community Bank
New York
$80.1K – – –
ACM
675
Accent Capital Management
Ohio
$79.6K +$67.8K +1,293 +575%
25 26
27
28 29