BN icon

Brookfield

859 hedge funds and large institutions have $68.1B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 280 reducing their positions, and 51 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 842859 (+17)

0% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 280

1.42% less ownership

Funds ownership: 92.35%90.93% (-1.4%)

Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$278M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$8.29B
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.55B
Capital World Investors
3
Capital World Investors
California
$4.69B
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.16B
Principal Financial Group
5
Principal Financial Group
Iowa
$3.49B
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$3B
PSCM
7
Pershing Square Capital Management
New York
$2.81B
BC
8
Brookfield Corp
Ontario, Canada
$2.13B
TD Asset Management
9
TD Asset Management
Ontario, Canada
$1.68B
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$1.37B
ACM
11
AKRE Capital Management
Virginia
$1.32B
Fidelity International
12
Fidelity International
Bermuda
$1.15B
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$1.12B
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$1.11B
First Manhattan
15
First Manhattan
New York
$1.11B
JFL
16
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.02B
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$908M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$846M
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$826M
Fidelity Investments
20
Fidelity Investments
Massachusetts
$768M
LPC
21
Lone Pine Capital
Connecticut
$698M
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$599M
MG
23
Markel Group
Virginia
$598M
DC
24
Davenport & Co
Virginia
$584M
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$580M