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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 %
RSWM
676
Robertson Stephens Wealth Management
California
$208K +$208K +3,363 New
HIP
677
HUB Investment Partners
Texas
$207K +$207K +3,341 New
TTWM
678
TCV Trust & Wealth Management
Virginia
$206K +$206K +3,332 New
DADC
679
D.A. Davidson & Co
Montana
$202K +$202K +3,266 New
OAM
680
Occidental Asset Management
California
$202K +$202K +3,261 New
NP
681
NorthRock Partners
Minnesota
$201K +$201K +3,249 New
AWA
682
Arete Wealth Advisors
Illinois
$200K -$470K -7,607 -70%
OWA
683
Opal Wealth Advisors
New York
$199K -$46.1K -746 -19%
PPC
684
Park Place Capital
Alabama
$193K -$806 -13 -0.4%
BIG
685
Brooklyn Investment Group
New York
$191K +$127K +2,058 +200%
SOW
686
State of Wyoming
Wyoming
$189K -$214K -3,468 -53%
POIA
687
Pin Oak Investment Advisors
Texas
$186K – – –
SS
688
SBI Securities
Japan
$183K +$12.2K +197 +7%
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$180K +$24.6K +398 +16%
SHM
690
Sagard Holdings Management
Ontario, Canada
$173K +$173K +2,797 New
PGAM
691
Princeton Global Asset Management
New Jersey
$164K -$1.27M -20,612 -89%
PA
692
Parallel Advisors
California
$161K +$75.9K +1,227 +89%
GI
693
GAMMA Investing
California
$152K +$10.5K +169 +7%
MHIP
694
Mountain Hill Investment Partners
New Jersey
$148K – – –
TSMHT
695
Thurston Springer Miller Herd & Titak
Indiana
$142K +$20K +323 +16%
EWA
696
EverSource Wealth Advisors
Alabama
$142K -$4.76K -77 -3%
ANBT
697
American National Bank & Trust
Texas
$139K – – –
IRAG
698
Investment Research & Advisory Group
Georgia
$139K – – –
CFB
699
Cullen/Frost Bankers
Texas
$130K – – –
SWM
700
Spire Wealth Management
Virginia
$118K -$6.12K -99 -5%
26 27
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