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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 %
PVI
1
Partners Value Investments
Bermuda
$6.34B -$1.66M -31,579 -0%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.21B -$170M -3,245,247 -4%
Capital World Investors
3
Capital World Investors
California
$3.42B +$331M +6,322,976 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.19B +$51.7M +988,419 +2%
Principal Financial Group
5
Principal Financial Group
Iowa
$2.65B -$90.5M -1,726,658 -3%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$2.46B -$147M -2,801,208 -6%
PSCM
7
Pershing Square Capital Management
New York
$2.15B +$320M +6,111,593 +18%
BC
8
Brookfield Corp
Ontario, Canada
$1.62B – – –
TD Asset Management
9
TD Asset Management
Ontario, Canada
$1.29B +$18.5M +354,171 +1%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$1.01B -$150M -2,856,741 -13%
ACM
11
AKRE Capital Management
Virginia
$1B +$6.54M +124,842 +0.7%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$996M -$9.25M -176,807 -0.9%
Fidelity International
13
Fidelity International
Bermuda
$920M -$145M -2,771,989 -14%
First Manhattan
14
First Manhattan
New York
$876M -$9.18M -175,372 -1%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$841M -$35.1M -670,187 -4%
JFL
16
Jarislowsky, Fraser Ltd
Quebec, Canada
$829M -$128M -2,452,461 -13%
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$783M +$39.6M +754,328 +5%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$613M -$1.24M -23,720 -0.2%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$609M +$26.2M +499,321 +4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$496M -$31M -592,032 -6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$484M +$61.1M +1,151,646 +14%
SCP
22
Soroban Capital Partners
New York
$478M -$60.6M -1,157,091 -11%
DC
23
Davenport & Co
Virginia
$475M -$17.8M -340,148 -4%
MG
24
Markel Group
Virginia
$457M – – –
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$444M -$196K -3,759 -0%
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