BN icon

Brookfield
BN

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 %
CFGS
676
Concourse Financial Group Securities
Alabama
$128K +$25.5K +432 +25%
NA
677
NewEdge Advisors
Louisiana
$126K +$1.09K +19 +0.9%
SWM
678
Spire Wealth Management
Virginia
$116K +$116K +2,024 New
TSMHT
679
Thurston Springer Miller Herd & Titak
Indiana
$113K +$21.2K +369 +23%
GI
680
GAMMA Investing
California
$112K +$51.8K +902 +85%
AF
681
Allworth Financial
California
$110K +$1K +17 +0.9%
SS
682
SBI Securities
Japan
$108K +$108K +1,882 New
EWA
683
EverSource Wealth Advisors
Alabama
$107K -$82.6K -1,437 -43%
MHR
684
Matthew Hamilton Rosenberg
$104K +$4.02K +70 +4%
PA
685
Parallel Advisors
California
$103K +$40.9K +712 +65%
WT
686
Washington Trust
Rhode Island
$96.8K – – –
EAM
687
Empirical Asset Management
Massachusetts
$96.3K +$96.3K +96,282 New
BFP
688
Briaud Financial Planning
Texas
$93K – – –
PAI
689
Pittenger & Anderson Inc
Nebraska
$89.8K +$11.7K +203 +15%
WI
690
Wintrust Investments
Illinois
$89K -$27.4K -480 -24%
CB
691
Community Bank
New York
$87.8K – – –
CT
692
Coastline Trust
Rhode Island
$80.4K – – –
BCM
693
Berbice Capital Management
New York
$80.4K +$80.4K +1,400 New
Bank Julius Baer & Co
694
Bank Julius Baer & Co
Switzerland
$77K +$77K +844 New
CTA
695
Colonial Trust Advisors
South Carolina
$71.5K -$63.2K -1,100 -47%
OC
696
Oarsman Capital
Wisconsin
$70.1K -$7.12K -124 -9%
JFGIW
697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.7K +$19.5K +318 +41%
HNB
698
Hilltop National Bank
Wyoming
$67.2K -$2.24K -39 -3%
Nisa Investment Advisors
699
Nisa Investment Advisors
Missouri
$66.6K – – –
PFBT
700
Parkside Financial Bank & Trust
Missouri
$62.4K -$4.94K -86 -7%
26 27
28
29 30