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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
Cerity Partners
226
Cerity Partners
New York
$7.48M
LDB
227
Lee, Danner & Bass
Tennessee
$7.46M
GIA
228
Gateway Investment Advisers
Ohio
$7.39M
DR
229
Davis Rea
Ontario, Canada
$7.33M
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$7.32M
State of New Jersey Common Pension Fund D
231
State of New Jersey Common Pension Fund D
New Jersey
$7.26M
AF
232
Avanza Fonder
Sweden
$7.19M
LSWM
233
Lorne Steinberg Wealth Management
Canada
$7.14M
PP
234
Pacifica Partners
Canada
$7.1M
Luther King Capital Management (LKCM)
235
Luther King Capital Management (LKCM)
Texas
$7.1M
HWM
236
HB Wealth Management
Georgia
$7.07M
Jane Street
237
Jane Street
New York
$6.95M
OAM
238
Oppenheimer Asset Management
New York
$6.89M
FFAM
239
Forge First Asset Management
Canada
$6.86M
GIM
240
Gold Investment Management
Alberta, Canada
$6.85M
TSWM
241
Triangle Securities Wealth Management
North Carolina
$6.8M
CANC
242
Culbertson A N & Co
Virginia
$6.75M
Osaic Holdings
243
Osaic Holdings
Arizona
$6.72M
Barclays
244
Barclays
United Kingdom
$6.71M
BCM
245
BTC Capital Management
Iowa
$6.59M
GIBU
246
Gulf International Bank (UK)
United Kingdom
$6.46M
AIM
247
AXA Investment Managers
France
$6.4M
WCM Investment Management
248
WCM Investment Management
California
$6.39M
SF
249
Synovus Financial
Georgia
$6.06M
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
$6.06M