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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 %
AWM
651
Aprio Wealth Management
Georgia
$238K +$238K +3,841 New
SIC
652
SFE Investment Counsel
California
$234K -$114K -1,838 -33%
AG
653
Ascent Group
Virginia
$230K +$230K +3,719 New
JIC
654
Johnson Investment Counsel
Ohio
$228K +$228K +3,688 New
EWM
655
Empirical Wealth Management
Washington
$228K -$55K -890 -19%
EGM
656
Engineers Gate Manager
New York
$227K +$227K +3,663 New
RhumbLine Advisers
657
RhumbLine Advisers
Massachusetts
$226K -$186 -3 -0.1%
FWTB
658
First Western Trust Bank
Colorado
$224K +$224K +3,619 New
BAM
659
Brave Asset Management
New Jersey
$222K +$222K +3,600 New
HI
660
Harbour Investments
Wisconsin
$222K – – –
CSP
661
Cary Street Partners
Virginia
$219K -$8.78K -142 -4%
WBCM
662
Wilson & Boucher Capital Management
California
$219K +$219K +3,543 New
SWM
663
SeaCrest Wealth Management
New York
$218K +$218K +3,530 New
JSSH
664
J. Safra Sarasin Holding
$217K +$217K +3,511 New
NCM
665
Northside Capital Management
Oregon
$216K +$216K +3,500 New
FLPIM
666
F.L. Putnam Investment Management
Massachusetts
$216K +$216K +3,486 New
HCA
667
Harbour Capital Advisors
Virginia
$215K +$215K +3,450 New
CH
668
Cromwell Holdings
Wyoming
$215K – – –
SC
669
Savant Capital
Illinois
$214K +$214K +3,463 New
CWA
670
Canvas Wealth Advisors
Kansas
$214K +$214K +3,168 New
GC
671
Grimes & Company
Massachusetts
$213K +$213K +3,450 New
WFA
672
Wellspring Financial Advisors
Ohio
$212K +$212K +3,434 New
PWP
673
Principle Wealth Partners
Connecticut
$212K +$212K +3,425 New
Wealthfront Advisers
674
Wealthfront Advisers
California
$210K +$210K +3,396 New
OFW
675
Omnia Family Wealth
Florida
$208K +$208K +3,374 New
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