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Brookfield Renewable

214 hedge funds and large institutions have $3.76B invested in Brookfield Renewable in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $9.49M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 61

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 219214 (-5)

3.84% less ownership

Funds ownership: 63.4%59.56% (-3.8%)

9% less capital invested

Capital invested by funds: $4.12B → $3.76B (-$360M)

Holders
214
Holders Change
-5
Holders Change %
-2.28%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
60
Reduced
61
Closed
27
Calls
$18.7M
Puts
$9.49M
Net Calls
+$9.16M
Net Calls Change
+$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evermay Wealth Management
Virginia
$46.5K
MLA
152
MB, Levis & Associates
Pennsylvania
$45.1K
CCM
153
Coldstream Capital Management
Washington
$44.3K +$44.7K +2,000 New
NS
154
NBC Securities
Alabama
$42K +$43K +1,924 New
RF
155
Rossby Financial
Florida
$41.4K +$41K +1,834 New
EIM
156
Ervin Investment Management
Washington
$36.4K -$347K -15,558 -90%
PC
157
Promus Capital
Illinois
$36.2K
Group One Trading
158
Group One Trading
Illinois
$34.7K +$35K +1,568 New
TCM
159
TruNorth Capital Management
Michigan
$33.5K
FFL
160
Financial Freedom LLC
Ohio
$27.2K +$402 +18 +1%
SWA
161
SOA Wealth Advisors
New York
$26.3K +$588K +26,325 New
HNB
162
Huntington National Bank
Ohio
$24.3K +$24.5K +1,097 +54,850%
MEG
163
Millstone Evans Group
Colorado
$23.6K
AG
164
AmeriFlex Group
Nevada
$23.3K +$20.1K +900 +600%
JFA
165
JNBA Financial Advisors
Minnesota
$22.2K
US Bancorp
166
US Bancorp
Minnesota
$21.1K -$22 -1 -0.1%
NA
167
NewEdge Advisors
Louisiana
$20.9K +$1.68K +75 +9%
MWA
168
Medallion Wealth Advisors
Connecticut
$20.3K
VNA
169
Valley National Advisers
Pennsylvania
$20K
GI
170
GAMMA Investing
California
$19K +$12.4K +555 +183%
GWSG
171
GPS Wealth Strategies Group
Colorado
$15.5K
WSFS
172
Wilmington Savings Fund Society
Delaware
$15K
SWM
173
Spire Wealth Management
Virginia
$14.1K +$179 +8 +1%
CSC
174
Caldwell Sutter Capital
California
$14.1K
GSWM
175
Golden State Wealth Management
California
$12.6K +$223 +10 +2%