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Brookfield
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Overview Fund Activity

835 hedge funds and large institutions have $62.8B invested in Brookfield in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 268 increasing their positions, 277 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+34
Holders Change %
+4.24%
% of All Funds
11.19%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
0.97%
New
109
Increased
268
Reduced
277
Closed
59
Calls
$129M
Puts
$102M
Net Calls
+$27.4M
Net Calls Change
-$27.9M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$348M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$231M
3
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$141M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$130M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$111M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$301M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$233M
3
Select Equity Group
Select Equity Group
New York
-$146M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$134M
5
SCP
Soroban Capital Partners
New York
-$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$98.5M +$1.01M +16,261 +1%
Northern Trust
77
Northern Trust
Illinois
$97.8M -$4.29M -69,360 -4%
Select Equity Group
78
Select Equity Group
New York
$91.1M -$146M -2,366,260 -62%
MAMU
79
Marathon Asset Management (UK)
United Kingdom
$91M -$7.49M -121,248 -8%
JVBC
80
J.V. Bruni & Co
Colorado
$89.2M -$1.09M -17,621 -1%
SFG
81
Sather Financial Group
Texas
$88.4M -$2.53M -40,865 -3%
Raymond James Financial
82
Raymond James Financial
Florida
$86.3M +$2.98M +48,102 +4%
AF
83
Aviso Financial
Ontario, Canada
$85.9M +$1.65M +26,743 +2%
Amundi
84
Amundi
France
$83.7M +$29M +463,031 +53%
Dimensional Fund Advisors
85
Dimensional Fund Advisors
Texas
$82.9M +$2.59M +41,857 +3%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$79.2M -$73.3M -1,185,816 -48%
BCIM
87
British Columbia Investment Management
British Columbia, Canada
$77.1M -$17.7M -286,291 -19%
MGP
88
M&G plc
United Kingdom
$75.9M -$6.04M -97,413 -7%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$73.8M +$5.27M +85,286 +8%
HKAM
90
Horizon Kinetics Asset Management
New York
$72.6M -$2.34M -37,884 -3%
MAM
91
Madison Asset Management
Wisconsin
$72.3M -$1.64M -26,564 -2%
BAM
92
Burgundy Asset Management
Ontario, Canada
$68.8M -$225K -3,648 -0.3%
HWA
93
Heritage Wealth Advisors
Virginia
$67.9M +$115K +1,853 +0.2%
Aviva
94
Aviva
United Kingdom
$65.3M -$231K -3,728 -0.4%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$62.9M +$12.4M +199,743 +24%
ZIG
96
Zurich Insurance Group
Switzerland
$61.5M -$19.2M -310,681 -24%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$59.4M +$1.79M +28,996 +3%
GLCM
98
Greenlea Lane Capital Management
Connecticut
$58.9M -$941K -15,210 -2%
NSCM
99
New South Capital Management
Tennessee
$58.3M -$1.71M -27,616 -3%
Voloridge Investment Management
100
Voloridge Investment Management
Florida
$57.2M +$4.96M +80,121 +9%
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