BN icon

Brookfield

867 hedge funds and large institutions have $68.1B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 281 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: 845867 (+22)

1% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 281

1.41% less ownership

Funds ownership: 92.37%90.96% (-1.4%)

Holders
867
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
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$7.71M
Cerity Partners
227
Cerity Partners
New York
$7.48M
LDB
228
Lee, Danner & Bass
Tennessee
$7.46M
GIA
229
Gateway Investment Advisers
Ohio
$7.39M
DR
230
Davis Rea
Ontario, Canada
$7.33M
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$7.32M
State of New Jersey Common Pension Fund D
232
State of New Jersey Common Pension Fund D
New Jersey
$7.26M
AF
233
Avanza Fonder
Sweden
$7.19M
LSWM
234
Lorne Steinberg Wealth Management
Canada
$7.14M
PP
235
Pacifica Partners
Canada
$7.1M
Luther King Capital Management (LKCM)
236
Luther King Capital Management (LKCM)
Texas
$7.1M
HWM
237
HB Wealth Management
Georgia
$7.07M
Jane Street
238
Jane Street
New York
$6.95M
OAM
239
Oppenheimer Asset Management
New York
$6.89M
FFAM
240
Forge First Asset Management
Canada
$6.86M
GIM
241
Gold Investment Management
Alberta, Canada
$6.85M
TSWM
242
Triangle Securities Wealth Management
North Carolina
$6.8M
CANC
243
Culbertson A N & Co
Virginia
$6.75M
Osaic Holdings
244
Osaic Holdings
Arizona
$6.72M
Barclays
245
Barclays
United Kingdom
$6.71M
BCM
246
BTC Capital Management
Iowa
$6.59M
GIBU
247
Gulf International Bank (UK)
United Kingdom
$6.46M
AIM
248
AXA Investment Managers
France
$6.4M
WCM Investment Management
249
WCM Investment Management
California
$6.39M
SF
250
Synovus Financial
Georgia
$6.06M