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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 %
Public Sector Pension Investment Board (PSP Investments)
201
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.57M +$24.7K +400 +0.3%
TPCM
202
Templeton & Phillips Capital Management
Tennessee
$8.53M +$241K +3,889 +3%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$8.52M -$249K -4,031 -3%
GWM
204
Graybill Wealth Management
Illinois
$8.45M +$83.6K +1,352 +1%
William Blair & Company
205
William Blair & Company
Illinois
$8.42M +$1.48M +23,940 +21%
GAM
206
Generali Asset Management
Italy
$8.13M +$2.06M +24,391 +34%
FFA
207
First Foundation Advisors
California
$8.11M -$1.1M -17,744 -12%
MSRPS
208
Maryland State Retirement & Pension System
Maryland
$7.97M +$119K +1,915 +2%
MVIP
209
Mar Vista Investment Partners
California
$7.95M +$309K +4,999 +4%
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$7.91M +$2.23M +36,115 +39%
Truist Financial
211
Truist Financial
North Carolina
$7.78M -$25.1K -406 -0.3%
TYCC
212
Texas Yale Capital Corp
Florida
$7.67M – – –
LI
213
Louisbourg Investments
New Brunswick, Canada
$7.59M -$998K -16,156 -12%
LD
214
Lipe & Dalton
New York
$7.45M -$215K -3,469 -3%
VLKIM
215
Van Lanschot Kempen Investment Management
Netherlands
$7.44M +$4.79M +56,867 +181%
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$7.27M -$207K -3,223 -3%
Macquarie Group
217
Macquarie Group
Australia
$7.1M +$352K +4,218 +5%
TC
218
Tacita Capital
Ontario, Canada
$7.09M – – –
DR
219
Davis Rea
Ontario, Canada
$7.02M -$80.1K -1,299 -1%
BSCCG
220
Blue Sky Capital Consultants Group
California
$6.93M +$1.2M +19,427 +21%
PIC
221
PCJ Investment Counsel
Ontario, Canada
$6.86M +$1.08M +17,510 +19%
LDB
222
Lee, Danner & Bass
Tennessee
$6.82M -$340K -5,500 -5%
GIA
223
Gateway Investment Advisers
Ohio
$6.66M -$790K -12,765 -11%
Luther King Capital Management (LKCM)
224
Luther King Capital Management (LKCM)
Texas
$6.63M +$155K +2,501 +2%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$6.61M +$235K +3,793 +4%
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