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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 %
GWP
751
Gen-Wealth Partners
Michigan
$12.5K – – –
JWA
752
JFS Wealth Advisors
Pennsylvania
$12.2K – – –
SO
753
Sierra Ocean
California
$11.8K +$11.8K +206 New
VWA
754
VSM Wealth Advisory
Maryland
$11K +$11K +192 New
HFM
755
Harvest Fund Management
China
$11K +$11K +195 New
SFG
756
Stonebridge Financial Group
Pennsylvania
$10.2K +$10.2K +177 New
NSIM
757
North Star Investment Management
Illinois
$9.65K – – –
TRCT
758
Tower Research Capital (TRC)
New York
$9.54K -$160K -2,783 -94%
GFPC
759
Global Financial Private Client
Florida
$9.14K – – –
CSPIA
760
Cary Street Partners Investment Advisory
Virginia
$9.02K -$279K -4,848 -97%
EB
761
Eastern Bank
Massachusetts
$8.68K – – –
OPTFSNA
762
Old Point Trust & Financial Services N A
Virginia
$8.62K – – –
RI
763
Ridgewood Investments
New Jersey
$8.16K +$5.75K +100 +238%
BWL
764
Bogart Wealth LLC
Virginia
$7.93K +$7.93K +138 New
SC
765
SouthState Corp
Florida
$7.76K +$7.76K +135 New
BAM
766
Bellevue Asset Management
Washington
$7.41K -$862 -15 -10%
CWP
767
Concord Wealth Partners
Virginia
$7.35K -$3.22K -56 -30%
SA
768
SRH Advisors
Kansas
$7.3K – – –
FPB
769
First PREMIER Bank
South Dakota
$7K – – –
PCM
770
Penserra Capital Management
California
$7K – – –
B
771
Birchbrook
Maine
$6.88K – – –
ZB
772
Zions Bancorporation
Utah
$6.72K – – –
DRP
773
Decker Retirement Planning
Utah
$6.72K +$6.72K +117 New
FNWA
774
Financial Network Wealth Advisors
Utah
$6.61K +$6.61K +115 New
JAM
775
JCIC Asset Management
Ontario, Canada
$6.49K +$6.49K +113 New
29 30
31
32 33