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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
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$6.06M
MGIA
252
Moneta Group Investment Advisors
Missouri
$6.03M
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$6.02M
KHCM
254
Kirtland Hills Capital Management
Ohio
$5.81M
PS
255
Principal Securities
Iowa
$5.76M
HP
256
Hosking Partners
United Kingdom
$5.76M
Acadian Asset Management
257
Acadian Asset Management
Massachusetts
$5.63M
KSWA
258
Kathleen S. Wright Associates
Pennsylvania
$5.58M
OC
259
Oppenheimer & Co
New York
$5.33M
KPWS
260
Kestra Private Wealth Services
Texas
$5.26M
WW
261
Waterfront Wealth
Kansas
$5.01M
Citadel Advisors
262
Citadel Advisors
Florida
$4.92M
AG
263
AIA Group
Hong Kong
$4.92M
BFC
264
Blue Fin Capital
Rhode Island
$4.88M
RC
265
Roundview Capital
New Jersey
$4.88M
IMPI
266
Ilmarinen Mutual Pension Insurance
Finland
$4.86M
PCIG
267
Partners Capital Investment Group
Massachusetts
$4.83M
KJHP
268
K.J. Harrison & Partners
Ontario, Canada
$4.7M
American Century Companies
269
American Century Companies
Missouri
$4.66M
ATS
270
Ashton Thomas Securities
New York
$4.55M
WJWM
271
Williams Jones Wealth Management
New York
$4.39M
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$4.36M
GWM
273
Guardian Wealth Management
Illinois
$4.23M
SWP
274
Strategic Wealth Partners
Ohio
$4.18M
O
275
Ossiam
France
$4.17M