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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 %
TFA
701
Toth Financial Advisory
Virginia
$41.9K – – –
FWM
702
FSA Wealth Management
Massachusetts
$41.3K – – –
CCM
703
Corsair Capital Management
New York
$39.8K -$1.27K -310 -3%
KPP
704
Kings Path Partners
Texas
$39.4K – – –
HIIFS
705
Harel Insurance Investments & Financial Services
Israel
$36K – – –
GWSG
706
GPS Wealth Strategies Group
Colorado
$35.4K +$52 +1 +0.1%
HWA
707
HHM Wealth Advisors
Tennessee
$34.4K – – –
AF
708
Advisornet Financial
Minnesota
$33.7K +$1.52K +29 +5%
CTA
709
Colonial Trust Advisors
South Carolina
$33.1K -$32.1K -612 -49%
DAM
710
Delta Asset Management
Tennessee
$32.7K – – –
MCM
711
Manchester Capital Management
Vermont
$29.5K – – –
DJSG
712
D.J. St. Germain
Massachusetts
$28.4K +$28.4K +541 New
NC
713
North Capital
Utah
$27.3K +$27.3K +521 New
CPA
714
Compass Planning Associates
Massachusetts
$27K +$52 +1 +0.2%
CA
715
CoreCap Advisors
Michigan
$26.2K – – –
WAOTB
716
Wealth Advisors of Tampa Bay
Florida
$26.2K +$26.2K +500 New
NECFA
717
New England Capital Financial Advisors
Connecticut
$26.2K +$52 +1 +0.2%
LWCFA
718
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.5K +$25.5K +500 New
TC
719
Truvestments Capital
Florida
$22.4K -$472 -9 -2%
OC
720
Oakworth Capital
Alabama
$20.7K – – –
WPWM
721
Western Pacific Wealth Management
Illinois
$20.5K – – –
WSC
722
Wellington Shields & Co
New York
$19.7K +$19.7K +376 New
AWM
723
Accredited Wealth Management
Kentucky
$19.4K +$19.4K +371 New
IA
724
IFP Advisors
Florida
$18.9K +$2.78K +53 +17%
FGA
725
Fortis Group Advisors
New Jersey
$17.7K – – –
27 28
29
30 31