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Brookfield
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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 %
AG
701
AmeriFlex Group
Nevada
$61.3K +$61.3K +1,001 New
UBP
702
Union Bancaire Privee
Switzerland
$57.5K +$57.5K +1,040 New
AFG
703
Albion Financial Group
Utah
$57.5K +$57.5K +1,000 New
PB
704
Pinnacle Bancorp
Nebraska
$55.7K +$12.7K +221 +30%
QCG
705
Quadrant Capital Group
Ohio
$55.1K +$4.08K +71 +8%
CA
706
Continuum Advisory
Idaho
$54.9K – – –
PC
707
Promus Capital
Illinois
$54.6K +$54.6K +951 New
PTC
708
Private Trust Company
Ohio
$53.4K +$2.3K +40 +4%
TH
709
TCTC Holdings
Texas
$53.1K – – –
T
710
Transce3nd
Texas
$51.4K +$51.4K +895 New
PWMG
711
Prestige Wealth Management Group
New Jersey
$49.7K – – –
Fifth Third Bancorp
712
Fifth Third Bancorp
Ohio
$48.9K -$131K -2,287 -73%
TFIPS
713
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46K – – –
TFA
714
Toth Financial Advisory
Virginia
$46K – – –
GM
715
GeoWealth Management
Illinois
$45.6K +$1.44K +25 +3%
FWM
716
FSA Wealth Management
Massachusetts
$45.3K – – –
KPP
717
Kings Path Partners
Texas
$43.2K – – –
SS
718
Sunbelt Securities
Texas
$41.6K +$25.9K +451 +164%
HIIFS
719
Harel Insurance Investments & Financial Services
Israel
$40K – – –
GWSG
720
GPS Wealth Strategies Group
Colorado
$38.8K – – –
HWA
721
HHM Wealth Advisors
Tennessee
$37.7K – – –
DAM
722
Delta Asset Management
Tennessee
$35.8K – – –
AF
723
Advisornet Financial
Minnesota
$35.3K – – –
MCM
724
Manchester Capital Management
Vermont
$32.3K – – –
CPA
725
Compass Planning Associates
Massachusetts
$29.6K +$29.6K +514 New
27 28
29
30 31