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Brookfield Renewable

242 hedge funds and large institutions have $5.05B invested in Brookfield Renewable in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

16% more capital invested

Capital invested by funds: $4.35B → $5.05B (+$707M)

6% more funds holding

Funds holding: 229242 (+13)

1.82% more ownership

Funds ownership: 59.34%61.16% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

52% less call options, than puts

Call options by funds: $20M | Put options by funds: $42.1M

Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
2.94%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
68
Reduced
58
Closed
18
Calls
$20M
Puts
$42.1M
Net Calls
-$22M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
151
Aspiriant LLC
California
$231K
WSWA
152
Warren Street Wealth Advisors
California
$225K +$238K +8,356 New
KAS
153
Kestra Advisory Services
Texas
$225K +$237K +8,326 New
Franklin Resources
154
Franklin Resources
California
$214K -$108K -3,815 -32%
KPWS
155
Kestra Private Wealth Services
Texas
$214K -$16.1K -566 -7%
TRCT
156
Tower Research Capital (TRC)
New York
$210K +$218K +7,653 +5,389%
JWCA
157
J.W. Cole Advisors
Florida
$208K +$221K +7,783 New
Capstone Investment Advisors
158
Capstone Investment Advisors
New York
$205K -$287K -10,086 -57%
FIA
159
Foundations Investment Advisors
Arizona
$203K +$214K +7,541 New
CI
160
Corient IA
Florida
$202K +$213K +7,500 New
WTA
161
Washington Trust Advisors
Massachusetts
$194K
ITIM
162
Indiana Trust & Investment Management
Indiana
$173K
CCM
163
Chilton Capital Management
Texas
$159K
CA
164
Clearstead Advisors
Ohio
$155K +$28 +1 +0%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$150K +$71.1K +2,500 +82%
FHA
166
Flagship Harbor Advisors
Massachusetts
$140K +$148K +5,200 New
Jones Financial Companies
167
Jones Financial Companies
Missouri
$134K -$13.4K -470 -9%
MMG
168
Monetary Management Group
Missouri
$108K +$114K +4,000 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$103K +$39.9K +1,403 +58%
UB
170
UMB Bank
Missouri
$98.4K +$104K +3,650 New
JAM
171
JCIC Asset Management
Ontario, Canada
$80K +$4.69K +165 +6%
GRP
172
Global Retirement Partners
California
$59.5K +$46.4K +1,633 +284%
TCM
173
Triumph Capital Management
Colorado
$57.2K +$60.3K +2,120 New
EWM
174
Evermay Wealth Management
Virginia
$56.6K
AT
175
Avalon Trust
New Mexico
$53.9K +$56.9K +2,000 New