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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 %
CA
126
Callahan Advisors
Texas
$24.8M -$24.7K -471 -0.1%
KFC
127
Klingenstein Fields & Co
New York
$24.5M -$43.9K -838 -0.2%
IIM
128
Intact Investment Management
Quebec, Canada
$24M -$11M -209,900 -31%
OGC
129
Oak Grove Capital
New Hampshire
$23.7M -$2.95M -56,271 -11%
Creative Planning
130
Creative Planning
Kansas
$23.2M +$3.18M +60,635 +16%
Citadel Advisors
131
Citadel Advisors
Florida
$22.8M -$17.4M -331,494 -43%
AFIA
132
America First Investment Advisors
Nebraska
$22.8M -$268K -5,110 -1%
SSWM
133
Smith Salley Wealth Management
North Carolina
$22.7M +$145K +2,764 +0.6%
OWP
134
Obermeyer Wealth Partners
Colorado
$22.5M +$152K +2,904 +0.7%
EVC
135
Emeth Value Capital
Louisiana
$21.9M +$947K +18,063 +5%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$21.9M -$1.87M -35,635 -8%
BONST
137
Bank of Nova Scotia Trust
Ontario, Canada
$21.2M -$343K -6,537 -2%
TAM
138
Third Avenue Management
New York
$19.8M -$693K -13,229 -3%
FMI
139
Factory Mutual Insurance
Massachusetts
$19.6M – – –
QI
140
QV Investors
Alberta, Canada
$19.6M -$340K -6,504 -2%
Millennium Management
141
Millennium Management
New York
$19.4M -$6.41M -122,249 -25%
TPM
142
Triasima Portfolio Management
Quebec, Canada
$19.4M -$879K -16,798 -4%
HIM
143
Hillsdale Investment Management
Ontario, Canada
$19.2M +$5.8M +110,808 +43%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$19M +$1.55M +29,644 +9%
Citigroup
145
Citigroup
New York
$18.1M -$13.4M -256,966 -43%
SIC
146
Schwartz Investment Counsel
Michigan
$18.1M +$445K +8,500 +3%
CCA
147
Cobblestone Capital Advisors
New York
$17.8M -$3.41M -64,971 -16%
ECAM
148
East Coast Asset Management
Massachusetts
$17.5M -$1.16M -22,203 -6%
DFO
149
Duquesne Family Office
New York
$16.6M -$15.4M -294,300 -48%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$16.5M +$304K +5,808 +2%
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