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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 %
HWM
801
HighMark Wealth Management
Minnesota
$42 – – –
Norges Bank
802
Norges Bank
Norway
– -$974M -16,956,500 Closed
Charles Schwab
803
Charles Schwab
California
– -$218M -3,788,312 Closed
Arrowstreet Capital
804
Arrowstreet Capital
Massachusetts
– -$18M -314,143 Closed
WCA
805
Waratah Capital Advisors
Ontario, Canada
– -$17.3M -301,664 Closed
Balyasny Asset Management
806
Balyasny Asset Management
Illinois
– -$13M -225,934 Closed
BFM
807
Blacksheep Fund Management
Ireland
– -$10.4M -181,615 Closed
HWM
808
Hohimer Wealth Management
Washington
– -$5.8M -101,003 Closed
EAM
809
Empirical Asset Management
Massachusetts
– -$96.3K -96,282 Closed
WP
810
WMS Partners
Maryland
– -$4.76M -82,813 Closed
Allspring Global Investments
811
Allspring Global Investments
North Carolina
– -$4.52M -78,682 Closed
CCS
812
Concentric Capital Strategies
Connecticut
– -$2.72M -47,285 Closed
JSSH
813
J. Safra Sarasin Holding
– -$2.69M -46,751 Closed
RC
814
Roundview Capital
New Jersey
– -$2.52M -43,890 Closed
CSS
815
Cubist Systematic Strategies
Connecticut
– -$1.95M -33,977 Closed
CPM
816
Connective Portfolio Management
New York
– -$1.91M -33,310 Closed
NIM
817
Nexus Investment Management
Ontario, Canada
– -$1.6M -27,901 Closed
AIM
818
Aigen Investment Management
New York
– -$1.23M -21,405 Closed
Fayez Sarofim & Co
819
Fayez Sarofim & Co
Texas
– -$1.16M -20,262 Closed
New York State Common Retirement Fund
820
New York State Common Retirement Fund
New York
– -$912K -15,880 Closed
GWMIA
821
Global Wealth Management Investment Advisory
Florida
– -$857K -14,922 Closed
QI
822
Qtron Investments
Massachusetts
– -$794K -13,814 Closed
DADC
823
D.A. Davidson & Co
Montana
– -$694K -12,087 Closed
HIP
824
HUB Investment Partners
Texas
– -$689K -12,001 Closed
PP
825
Prudential plc
United Kingdom
– -$675K -11,756 Closed
31 32
33
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