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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
AIM
251
AXA Investment Managers
France
$6.4M
WCM Investment Management
252
WCM Investment Management
California
$6.39M
SF
253
Synovus Financial
Georgia
$6.06M
Wealth Enhancement Advisory Services
254
Wealth Enhancement Advisory Services
Minnesota
$6.06M
MGIA
255
Moneta Group Investment Advisors
Missouri
$6.03M
Pathstone Holdings
256
Pathstone Holdings
New Jersey
$6.02M
KHCM
257
Kirtland Hills Capital Management
Ohio
$5.81M
PS
258
Principal Securities
Iowa
$5.76M
HP
259
Hosking Partners
United Kingdom
$5.76M
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
$5.63M
KSWA
261
Kathleen S. Wright Associates
Pennsylvania
$5.58M
OC
262
Oppenheimer & Co
New York
$5.33M
KPWS
263
Kestra Private Wealth Services
Texas
$5.26M
WW
264
Waterfront Wealth
Kansas
$5.01M
Citadel Advisors
265
Citadel Advisors
Florida
$4.92M
AG
266
AIA Group
Hong Kong
$4.92M
BFC
267
Blue Fin Capital
Rhode Island
$4.88M
RC
268
Roundview Capital
New Jersey
$4.88M
IMPI
269
Ilmarinen Mutual Pension Insurance
Finland
$4.86M
PCIG
270
Partners Capital Investment Group
Massachusetts
$4.83M
KJHP
271
K.J. Harrison & Partners
Ontario, Canada
$4.7M
American Century Companies
272
American Century Companies
Missouri
$4.66M
ATS
273
Ashton Thomas Securities
New York
$4.55M
WJWM
274
Williams Jones Wealth Management
New York
$4.39M
Janney Montgomery Scott
275
Janney Montgomery Scott
Pennsylvania
$4.36M