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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 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+33
Holders Change %
+4.11%
% of All Funds
11.2%
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
60
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 %
Creative Planning
126
Creative Planning
Kansas
$30.1M +$2.77M +44,822 +10%
CA
127
Callahan Advisors
Texas
$29.7M +$481K +7,777 +2%
LOM
128
LTS One Management
New York
$29.4M -$928K -15,000 -3%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$29.4M +$3.56M +57,502 +14%
JHA
130
Jackson Hill Advisors
Texas
$28.9M -$4.08M -66,000 -12%
KFC
131
Klingenstein Fields & Co
New York
$28.1M -$805K -13,010 -3%
Citigroup
132
Citigroup
New York
$27.6M +$6.25M +101,138 +29%
SSWM
133
Smith Salley Wealth Management
North Carolina
$27.3M +$578K +9,345 +2%
NEI
134
Northwest & Ethical Investments
Ontario, Canada
$27M -$2.61M -42,129 -9%
AFIA
135
America First Investment Advisors
Nebraska
$26.6M -$231K -3,740 -0.9%
OWP
136
Obermeyer Wealth Partners
Colorado
$26.5M -$77.2K -1,248 -0.3%
BONST
137
Bank of Nova Scotia Trust
Ontario, Canada
$25.2M +$203K +3,282 +0.8%
EVC
138
Emeth Value Capital
Louisiana
$23.7M -$2.18M -35,304 -8%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$23.4M +$979K +15,854 +4%
TAM
140
Third Avenue Management
New York
$23.4M – – –
FMI
141
Factory Mutual Insurance
Massachusetts
$23.1M – – –
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$22.9M +$3.36M +54,219 +17%
HIM
143
Hillsdale Investment Management
Ontario, Canada
$22.6M -$155K -2,507 -0.7%
SIC
144
Schwartz Investment Counsel
Michigan
$21.4M +$104K +1,675 +0.5%
IIM
145
Intact Investment Management
Quebec, Canada
$20.9M -$7.49M -121,070 -26%
CCA
146
Cobblestone Capital Advisors
New York
$20.8M -$201K -3,257 -1%
CPIG
147
Chicago Partners Investment Group
Illinois
$19.6M -$103K -1,520 -0.5%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$18.7M +$17.2M +277,901 +1,139%
MMA
149
Mizuho Markets Americas
New York
$18.6M – – –
GP
150
Guardian Partners
Canada
$18.3M +$772K +12,305 +4%
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