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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 %
BFS
776
Bare Financial Services
Pennsylvania
$3.35K +$3.35K +64 New
ME
777
McIlrath & Eck
Washington
$3.09K – – –
WTFG
778
Wood Tarver Financial Group
Idaho
$2.99K – – –
MG
779
Mather Group
Illinois
$2.99K – – –
SJIM
780
St. Johns Investment Management
Florida
$2.88K – – –
CFD
781
Creative Financial Designs
Indiana
$2.36K – – –
RF
782
Rossby Financial
Florida
$1.97K +$1.97K +37 New
PWAM
783
Private Wealth Asset Management
Iowa
$1.83K +$1.83K +35 New
PWMG
784
Private Wealth Management Group
New Jersey
$1.8K – – –
TC
785
Trust Company
Kansas
$1.73K +$1.73K +33 New
BIA
786
Bell Investment Advisors
California
$1.63K – – –
HFM
787
Harvest Fund Management
China
$1K -$9.83K -177 -91%
C
788
Covestor
United Kingdom
$1K – – –
RIL
789
Rothschild Investment LLC
Illinois
$994 – – –
CIM
790
Contravisory Investment Management
Massachusetts
$943 – – –
SN
791
Sittner & Nelson
Oregon
$942 -$3.72K -71 -80%
NMG
792
New Millennium Group
Utah
$681 – – –
SIS
793
Sound Income Strategies
Florida
$577 – – –
ACA
794
American Capital Advisory
Idaho
$525 +$525 +10 New
PCTC
795
Perkins Coie Trust Company
Washington
$314 +$314 +6 New
SIC
796
Salem Investment Counselors
North Carolina
$263 – – –
DFA
797
DHJJ Financial Advisors
Illinois
$263 – – –
HNW
798
High Note Wealth
Minnesota
$262 – – –
TPCW
799
TD Private Client Wealth
New York
$262 – – –
DPW
800
DiNuzzo Private Wealth
Pennsylvania
$194 – – –
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