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Brookfield Renewable

382 hedge funds and large institutions have $3.36B invested in Brookfield Renewable in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more capital invested

Capital invested by funds: $3.21B → $3.36B (+$151M)

0.05% less ownership

Funds ownership: 67.61%67.56% (-0.05%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
382
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.7M
Puts
$6.07M
Net Calls
Net Calls Change

Top Buyers

1 +$146M
2 +$20.8M
3 +$15M
4
Morgan Stanley
Morgan Stanley
New York
+$12M
5
Citadel Advisors
Citadel Advisors
Florida
+$10.6M

Top Sellers

1 -$21.9M
2 -$17.6M
3 -$15.5M
4
Northern Trust
Northern Trust
Illinois
-$11M
5
UBS AM
UBS AM
Illinois
-$8.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$156K
TFGT
277
TS Financial Group (TSFG)
Illinois
$155K
N
278
Natixis
France
$147K
SPIA
279
Steward Partners Investment Advisory
New York
$131K
FP
280
Financial Perspectives
Minnesota
$124K
CSC
281
Caldwell Sutter Capital
California
$116K
PTC
282
Private Trust Company
Ohio
$116K
RF
283
Rossby Financial
Florida
$111K
HNB
284
Huntington National Bank
Ohio
$108K
S
285
SignatureFD
Georgia
$96.5K
AAS
286
Ameritas Advisory Services
Nebraska
$81.1K
MIM
287
MetLife Investment Management
New Jersey
$77.5K
GWSG
288
GPS Wealth Strategies Group
Colorado
$75.1K
CA
289
Clearstead Advisors
Ohio
$64.5K
PA
290
Parallel Advisors
California
$59.9K
ITIM
291
Indiana Trust & Investment Management
Indiana
$58.9K
FFA
292
Farther Finance Advisors
California
$58.4K
GRP
293
Global Retirement Partners
California
$50.9K
CCM
294
Chilton Capital Management
Texas
$50.7K
GA
295
GoalVest Advisory
New York
$41.3K
SAM
296
Smartleaf Asset Management
Massachusetts
$34.7K
NECFA
297
New England Capital Financial Advisors
Connecticut
$34.4K
CW
298
Curio Wealth
Maryland
$32.8K
EWA
299
EverSource Wealth Advisors
Alabama
$31.3K
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$25K