BN icon

Brookfield
BN

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 %
AssetMark Inc
776
AssetMark Inc
California
$6.15K +$5.69K +99 +1,238%
CPG
777
Cornerstone Planning Group
New Jersey
$5.65K – – –
SN
778
Sittner & Nelson
Oregon
$5.11K +$4.08K +71 +394%
HWP
779
Highline Wealth Partners
California
$4.77K – – –
CAS
780
Coppell Advisory Solutions
Texas
$4.53K – – –
MTIC
781
Missouri Trust & Investment Company
Missouri
$4.31K – – –
PSFG
782
Park Square Financial Group
Georgia
$4.31K +$4.31K +75 New
NC
783
NewSquare Capital
Pennsylvania
$3.62K +$3.62K +63 New
ME
784
McIlrath & Eck
Washington
$3.39K – – –
MG
785
Mather Group
Illinois
$3.28K +$3.05K +53 +1,325%
SJIM
786
St. Johns Investment Management
Florida
$3.16K – – –
WTFG
787
Wood Tarver Financial Group
Idaho
$3K +$3K +57 New
FWM
788
FLP Wealth Management
Arkansas
$2.93K +$2.93K +51 New
FG
789
Fairman Group
Pennsylvania
$2.87K -$2.87K -50 -50%
VHAM
790
Van Hulzen Asset Management
California
$2.76K +$2.76K +48 New
CFD
791
Creative Financial Designs
Indiana
$2.59K – – –
BCMLT
792
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.59K – – –
VCM
793
Versant Capital Management
Arizona
$2.36K +$2.36K +41 New
WMS
794
Wealth Management Strategies
Pennsylvania
$2.06K +$2.06K +3,582 New
PWMG
795
Private Wealth Management Group
New Jersey
$1.97K – – –
BIA
796
Bell Investment Advisors
California
$1.78K – – –
OLVIG
797
Oliver Lagore Vanvalin Investment Group
Michigan
$1.55K -$402 -7 -21%
EBA
798
Eagle Bay Advisors
New York
$1.44K – – –
PWA
799
Physician Wealth Advisors
Utah
$1.15K +$1.15K +20 New
RIL
800
Rothschild Investment LLC
Illinois
$1.09K – – –
30 31
32
33 34