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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 %
PB
726
Pinnacle Bancorp
Nebraska
$56.3K -$2.1K -34 -4%
PWMG
727
Prestige Wealth Management Group
New Jersey
$53.5K – – –
TH
728
TCTC Holdings
Texas
$53K -$4.21K -68 -7%
FGC
729
Financial Gravity Companies
Texas
$51.3K +$51.3K +830 New
TFA
730
Toth Financial Advisory
Virginia
$49.5K – – –
TFIPS
731
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.3K – – –
FWM
732
FSA Wealth Management
Massachusetts
$48.7K – – –
KPP
733
Kings Path Partners
Texas
$46.5K – – –
CTA
734
Colonial Trust Advisors
South Carolina
$45.3K +$6.19K +100 +16%
BCM
735
Boreal Capital Management
Florida
$43.3K +$43.3K +700 New
HIIFS
736
Harel Insurance Investments & Financial Services
Israel
$43K – – –
GWSG
737
GPS Wealth Strategies Group
Colorado
$41.9K +$124 +2 +0.3%
SS
738
Sunbelt Securities
Texas
$41.7K +$25.9K +451 +164%
HWA
739
HHM Wealth Advisors
Tennessee
$40.6K – – –
AF
740
Advisornet Financial
Minnesota
$39.8K – – –
CSPIA
741
Cary Street Partners Investment Advisory
Virginia
$39.1K +$20.4K +330 +109%
DAM
742
Delta Asset Management
Tennessee
$38.6K – – –
LFG
743
Larson Financial Group
Missouri
$36.7K +$16.3K +263 +80%
DJSG
744
D.J. St. Germain
Massachusetts
$33.5K – – –
AAS
745
Ameritas Advisory Services
Nebraska
$32.6K +$32.6K +527 New
NC
746
North Capital
Utah
$32.2K – – –
TPWA
747
Twin Peaks Wealth Advisors
California
$32.2K +$32.2K +491 New
CPA
748
Compass Planning Associates
Massachusetts
$31.9K +$62 +1 +0.2%
JFGIW
749
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.8K -$18.5K -300 -37%
CA
750
CoreCap Advisors
Michigan
$30.9K – – –
28 29
30
31 32