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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 %
LFG
726
Larson Financial Group
Missouri
$17.3K +$3.15K +60 +22%
BCMLT
727
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.2K +$14.9K +284 +631%
BGAI
728
Bruce G. Allen Investments
Colorado
$17.1K – – –
BTI
729
Blue Trust Inc
Georgia
$16.9K +$734 +14 +5%
FWA
730
Flagship Wealth Advisors
Massachusetts
$16.8K – – –
SAM
731
Smartleaf Asset Management
Massachusetts
$16.5K +$1.14K +22 +7%
CAM
732
Costello Asset Management
Pennsylvania
$16.1K – – –
CSPIA
733
Cary Street Partners Investment Advisory
Virginia
$15.8K +$7.6K +145 +92%
GSWM
734
Golden State Wealth Management
California
$15.5K – – –
PIS
735
POM Investment Strategies
North Carolina
$14.9K – – –
CFO
736
CVA Family Office
Colorado
$14.7K -$2.36K -45 -14%
FNWA
737
Financial Network Wealth Advisors
Utah
$14.6K +$8.6K +164 +143%
SS
738
Sunbelt Securities
Texas
$14.4K -$23.6K -451 -62%
FMP
739
Financial Management Professionals
Texas
$13.6K -$1.99K -38 -13%
GIA
740
GHP Investment Advisors
Colorado
$13.6K – – –
CI
741
Clal Insurance
Israel
$13K +$13K +252 New
CWA
742
Carolina Wealth Advisors
South Carolina
$12.4K – – –
JGIA
743
Jackson Grant Investment Advisers
Connecticut
$12.2K – – –
HIA
744
Harbor Investment Advisory
Maryland
$12.1K – – –
GBA
745
Garrison Bradford & Associates
New York
$11.9K +$11.9K +230 New
GWP
746
Gen-Wealth Partners
Michigan
$11.4K – – –
JWA
747
JFS Wealth Advisors
Pennsylvania
$11.2K – – –
LWA
748
Lowe Wealth Advisors
Maryland
$10.5K -$5.87K -112 -36%
VWA
749
VSM Wealth Advisory
Maryland
$10.1K – – –
HFS
750
Hughes Financial Services
Virginia
$9.52K +$9.52K +177 New
28 29
30
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