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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 %
LIM
201
Lingotto Investment Management
United Kingdom
$7.63M +$500K +9,541 +7%
PCA
202
Providence Capital Advisors
North Carolina
$7.5M +$149K +2,834 +2%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$7.43M +$152K +2,913 +2%
OCAM
204
Onex Canada Asset Management
Ontario, Canada
$7.36M -$1.59M -30,446 -18%
LI
205
Louisbourg Investments
New Brunswick, Canada
$7.28M -$2.99M -57,122 -29%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.24M +$41.9K +800 +0.6%
GWM
207
Graybill Wealth Management
Illinois
$7.09M +$7.09M +135,339 New
TPCM
208
Templeton & Phillips Capital Management
Tennessee
$7.03M +$6.78M +129,311 +2,707%
TC
209
TownSquare Capital
Utah
$6.82M +$1.45M +27,667 +27%
MSRPS
210
Maryland State Retirement & Pension System
Maryland
$6.63M +$2.45M +46,862 +59%
Truist Financial
211
Truist Financial
North Carolina
$6.61M -$9.71M -185,276 -59%
Ohio Public Employees Retirement System (OPERS)
212
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.58M -$319K -6,100 -5%
AF
213
Avanza Fonder
Sweden
$6.54M – – –
BBP
214
Banco BTG Pactual
Brazil
$6.51M – – –
TYCC
215
Texas Yale Capital Corp
Florida
$6.5M +$155K +2,952 +2%
LD
216
Lipe & Dalton
New York
$6.49M -$170K -3,241 -3%
MVIP
217
Mar Vista Investment Partners
California
$6.47M -$3.3K -63 -0.1%
GIA
218
Gateway Investment Advisers
Ohio
$6.31M +$925K +17,649 +17%
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$6.1M +$36.4K +694 +0.6%
LDB
220
Lee, Danner & Bass
Tennessee
$6.07M – – –
DR
221
Davis Rea
Ontario, Canada
$6.03M +$5.62M +107,354 +1,379%
Macquarie Group
222
Macquarie Group
Australia
$6.02M +$5.8M +77,883 +2,686%
TC
223
Tacita Capital
Ontario, Canada
$6M +$373K +7,124 +7%
William Blair & Company
224
William Blair & Company
Illinois
$5.88M -$134K -2,566 -2%
GIBU
225
Gulf International Bank (UK)
United Kingdom
$5.88M +$5.66M +75,174 +2,637%
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