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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 %
BCM
676
Berbice Capital Management
New York
$78.6K +$5.24K +100 +7%
FGAM
677
Financial Gravity Asset Management
Texas
$74.9K +$74.9K +1,429 New
CT
678
Coastline Trust
Rhode Island
$73.4K – – –
PA
679
Parallel Advisors
California
$72.1K -$22.3K -426 -24%
PFBT
680
Parkside Financial Bank & Trust
Missouri
$70.7K +$13.8K +263 +24%
AWM
681
Avior Wealth Management
Nebraska
$70.1K -$1.04M -19,927 -94%
Bank Julius Baer & Co
682
Bank Julius Baer & Co
Switzerland
$70K -$1.79K -21 -2%
SO
683
Sierra Ocean
California
$68.3K +$57.5K +1,098 +533%
WF
684
Wayfinding Financial
Washington
$65K +$65K +1,256 New
Nisa Investment Advisors
685
Nisa Investment Advisors
Missouri
$60.7K – – –
SC
686
SouthState Corp
Florida
$59.1K +$52K +992 +735%
AG
687
AmeriFlex Group
Nevada
$57.8K +$5.35K +102 +10%
BIG
688
Brooklyn Investment Group
New York
$53.8K +$53.8K +1,027 New
AFG
689
Albion Financial Group
Utah
$52.4K – – –
CA
690
Continuum Advisory
Idaho
$50.1K – – –
PC
691
Promus Capital
Illinois
$49.8K – – –
UBP
692
Union Bancaire Privee
Switzerland
$49.8K – – –
PB
693
Pinnacle Bancorp
Nebraska
$49.5K -$1.26K -24 -2%
PTC
694
Private Trust Company
Ohio
$48.7K – – –
TH
695
TCTC Holdings
Texas
$48.5K – – –
Fifth Third Bancorp
696
Fifth Third Bancorp
Ohio
$46K +$1.42K +27 +3%
VCM
697
Versant Capital Management
Arizona
$45.7K +$43.5K +832 +2,029%
PWMG
698
Prestige Wealth Management Group
New Jersey
$45.3K – – –
JFGIW
699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.6K -$15.1K -289 -26%
TFIPS
700
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42K – – –
26 27
28
29 30