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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 %
CA
726
CoreCap Advisors
Michigan
$28.7K +$28.7K +500 New
NECFA
727
New England Capital Financial Advisors
Connecticut
$28.6K – – –
TC
728
Truvestments Capital
Florida
$25K – – –
AFM
729
Aspetuck Financial Management
Connecticut
$24.2K +$24.2K +421 New
OC
730
Oakworth Capital
Alabama
$22.6K – – –
WPWM
731
Western Pacific Wealth Management
Illinois
$22.5K – – –
FGA
732
Fortis Group Advisors
New Jersey
$19.4K – – –
BGAI
733
Bruce G. Allen Investments
Colorado
$18.7K +$2.18K +38 +13%
CFO
734
CVA Family Office
Colorado
$18.7K – – –
FWA
735
Flagship Wealth Advisors
Massachusetts
$18.4K +$18.4K +321 New
LWA
736
Lowe Wealth Advisors
Maryland
$17.9K – – –
BTI
737
Blue Trust Inc
Georgia
$17.8K -$95K -1,654 -84%
IA
738
IFP Advisors
Florida
$17.7K +$10.6K +185 +150%
CAM
739
Costello Asset Management
Pennsylvania
$17.6K – – –
FMP
740
Financial Management Professionals
Texas
$17.1K +$2.18K +38 +15%
GSWM
741
Golden State Wealth Management
California
$17K +$17K +296 New
SAM
742
Smartleaf Asset Management
Massachusetts
$17K -$2.75K -48 -14%
PIS
743
POM Investment Strategies
North Carolina
$16.3K – – –
LFG
744
Larson Financial Group
Missouri
$15.5K +$15.5K +270 New
HBW
745
Hazlett, Burt & Watson
West Virginia
$15K – – –
GIA
746
GHP Investment Advisors
Colorado
$14.9K -$2.36K -41 -14%
CWA
747
Carolina Wealth Advisors
South Carolina
$13.6K – – –
JGIA
748
Jackson Grant Investment Advisers
Connecticut
$13.4K – – –
HIA
749
Harbor Investment Advisory
Maryland
$13.3K – – –
ACM
750
Accent Capital Management
Ohio
$12.9K – – –
28 29
30
31 32