BN icon

Brookfield
BN

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 %
GCP
826
GSA Capital Partners
United Kingdom
– -$643K -11,200 Closed
FIM
827
Freedom Investment Management
Connecticut
– -$578K -10,069 Closed
BNP Paribas Asset Management
828
BNP Paribas Asset Management
France
– -$589K -9,942 Closed
HF
829
HRT Financial
New York
– -$538K -9,365 Closed
GC
830
Grimes & Company
Massachusetts
– -$443K -7,703 Closed
CCG
831
Catalina Capital Group
California
– -$397K -6,919 Closed
CNTOF
832
Canandaigua National Trust of Florida
New York
– -$368K -6,412 Closed
AC
833
ASB Consultores
Florida
– -$347K -6,038 Closed
TI
834
Tidal Investments
Wisconsin
– -$326K -5,667 Closed
A
835
Allianz
Germany
– -$319K -5,558 Closed
EWA
836
EP Wealth Advisors
California
– -$305K -5,304 Closed
CIA
837
Concurrent Investment Advisors
Florida
– -$265K -4,605 Closed
RSWM
838
Robertson Stephens Wealth Management
California
– -$245K -4,272 Closed
KA
839
Kovack Advisors
Florida
– -$238K -4,143 Closed
NWAG
840
Net Worth Advisory Group
Utah
– -$232K -4,031 Closed
JIC
841
Johnson Investment Counsel
Ohio
– -$217K -3,783 Closed
FWTB
842
First Western Trust Bank
Colorado
– -$208K -3,619 Closed
BAM
843
Brave Asset Management
New Jersey
– -$207K -3,600 Closed
WMS
844
Wealth Management Strategies
Pennsylvania
– -$2.06K -3,582 Closed
OFG
845
Oxford Financial Group
Indiana
– -$206K -3,578 Closed
CWA
846
Canvas Wealth Advisors
Kansas
– -$205K -3,576 Closed
VF
847
Virtu Financial
New York
– -$205K -3,572 Closed
SWM
848
SeaCrest Wealth Management
New York
– -$204K -3,557 Closed
NP
849
NorthRock Partners
Minnesota
– -$204K -3,552 Closed
WBCM
850
Wilson & Boucher Capital Management
California
– -$204K -3,543 Closed
31 32 33
34
35