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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 %
SFG
751
Stonebridge Financial Group
Pennsylvania
$9.28K – – –
NSIM
752
North Star Investment Management
Illinois
$8.81K – – –
DF
753
Dunhill Financial
United Kingdom
$8.39K +$8.39K +160 New
GFPC
754
Global Financial Private Client
Florida
$8.33K – – –
PW
755
Pandora Wealth
Illinois
$8.18K +$8.18K +156 New
EB
756
Eastern Bank
Massachusetts
$7.91K – – –
OPTFSNA
757
Old Point Trust & Financial Services N A
Virginia
$7.86K – – –
RI
758
Ridgewood Investments
New Jersey
$7.44K – – –
BAM
759
Bellevue Asset Management
Washington
$6.87K +$105 +2 +2%
SA
760
SRH Advisors
Kansas
$6.66K – – –
NC
761
NewSquare Capital
Pennsylvania
$6.34K +$3.04K +58 +92%
CWP
762
Concord Wealth Partners
Virginia
$6.24K -$472 -9 -7%
B
763
Birchbrook
Maine
$6.15K – – –
ZBNA
764
Zions Bancorporation, National Association
Utah
$6.13K +$6.13K +117 New
PCM
765
Penserra Capital Management
California
$6K – – –
FPB
766
First PREMIER Bank
South Dakota
$6K – – –
JAM
767
JCIC Asset Management
Ontario, Canada
$5.92K – – –
AssetMark Inc
768
AssetMark Inc
California
$5.24K -$367 -7 -7%
FUBT
769
First United Bank & Trust
Maryland
$4.93K +$4.93K +94 New
AEPWM
770
Atlantic Edge Private Wealth Management
Florida
$4.88K +$4.88K +93 New
HWP
771
Highline Wealth Partners
California
$4.66K +$314 +6 +7%
CPG
772
Cornerstone Planning Group
New Jersey
$4.49K -$306 -6 -6%
HBW
773
Hazlett, Burt & Watson
West Virginia
$4K -$7.91K -166 -66%
MTIC
774
Missouri Trust & Investment Company
Missouri
$3.93K – – –
T
775
Transce3nd
Texas
$3.67K -$43.2K -825 -92%
29 30
31
32 33