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Brookfield

873 hedge funds and large institutions have $68.4B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 289 increasing their positions, 282 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:

3% more funds holding

Funds holding: 849873 (+24)

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 282

1.45% less ownership

Funds ownership: 92.73%91.28% (-1.5%)

Holders
873
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
LD
226
Lipe & Dalton
New York
$7.9M
TC
227
Tacita Capital
Ontario, Canada
$7.88M
LI
228
Louisbourg Investments
New Brunswick, Canada
$7.87M
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$7.71M
Cerity Partners
230
Cerity Partners
New York
$7.48M
LDB
231
Lee, Danner & Bass
Tennessee
$7.46M
GIA
232
Gateway Investment Advisers
Ohio
$7.39M
DR
233
Davis Rea
Ontario, Canada
$7.33M
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$7.32M
State of New Jersey Common Pension Fund D
235
State of New Jersey Common Pension Fund D
New Jersey
$7.26M
AF
236
Avanza Fonder
Sweden
$7.19M
LSWM
237
Lorne Steinberg Wealth Management
Canada
$7.14M
PP
238
Pacifica Partners
Canada
$7.1M
Luther King Capital Management (LKCM)
239
Luther King Capital Management (LKCM)
Texas
$7.1M
HWM
240
HB Wealth Management
Georgia
$7.07M
Jane Street
241
Jane Street
New York
$6.95M
OAM
242
Oppenheimer Asset Management
New York
$6.89M
FFAM
243
Forge First Asset Management
Canada
$6.86M
GIM
244
Gold Investment Management
Alberta, Canada
$6.85M
TSWM
245
Triangle Securities Wealth Management
North Carolina
$6.8M
CANC
246
Culbertson A N & Co
Virginia
$6.75M
Osaic Holdings
247
Osaic Holdings
Arizona
$6.72M
Barclays
248
Barclays
United Kingdom
$6.71M
BCM
249
BTC Capital Management
Iowa
$6.59M
GIBU
250
Gulf International Bank (UK)
United Kingdom
$6.46M