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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
CAM
276
Cresset Asset Management
Illinois
$4.17M
PIC
277
Portland Investment Counsel
Ontario, Canada
$4.13M
PGCM
278
Prescott Group Capital Management
Oklahoma
$4.11M
KCM
279
Kingdon Capital Management
New York
$4.11M
GF
280
Gabelli Funds
New York
$4.1M
Ensign Peak Advisors
281
Ensign Peak Advisors
Utah
$4.1M
SCM
282
SOL Capital Management
Maryland
$3.97M
DKCM
283
Davidson Kahn Capital Management
California
$3.93M
SCP
284
Stamos Capital Partners
California
$3.91M
CC
285
Chicago Capital
Illinois
$3.88M
RL
286
Ruffer LLP
United Kingdom
$3.87M
MIM
287
Manitou Investment Management
Ontario, Canada
$3.86M
SMI
288
Shelter Mutual Insurance
Missouri
$3.85M
TAM
289
Tocqueville Asset Management
New York
$3.84M
EP
290
EPIQ Partners
Minnesota
$3.8M
MBI
291
Montrusco Bolton Investments
Quebec, Canada
$3.78M
P
292
&Partners
Tennessee
$3.73M
Capital Fund Management (CFM)
293
Capital Fund Management (CFM)
France
$3.71M
CGH
294
Crossmark Global Holdings
Texas
$3.71M
US Bancorp
295
US Bancorp
Minnesota
$3.7M
MGP
296
Metis Global Partners
California
$3.68M
BCI
297
Brinker Capital Investments
Pennsylvania
$3.65M
SA
298
Sanctuary Advisors
Indiana
$3.65M
JPWM
299
Jamison Private Wealth Management
Georgia
$3.64M
VPIM
300
Vanguard Personalized Indexing Management
California
$3.63M