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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
GWMI
276
Guardian Wealth Management (Illinois)
Illinois
$4.23M
SWP
277
Strategic Wealth Partners
Ohio
$4.18M
O
278
Ossiam
France
$4.17M
PIC
279
Portland Investment Counsel
Ontario, Canada
$4.13M
PGCM
280
Prescott Group Capital Management
Oklahoma
$4.11M
KCM
281
Kingdon Capital Management
New York
$4.11M
GF
282
Gabelli Funds
New York
$4.1M
Ensign Peak Advisors
283
Ensign Peak Advisors
Utah
$4.1M
SCM
284
SOL Capital Management
Maryland
$3.97M
DKCM
285
Davidson Kahn Capital Management
California
$3.93M
SCP
286
Stamos Capital Partners
California
$3.91M
CC
287
Chicago Capital
Illinois
$3.88M
RL
288
Ruffer LLP
United Kingdom
$3.87M
MIM
289
Manitou Investment Management
Ontario, Canada
$3.86M
SMI
290
Shelter Mutual Insurance
Missouri
$3.85M
TAM
291
Tocqueville Asset Management
New York
$3.84M
CAM
292
Cresset Asset Management
Illinois
$3.82M
EP
293
EPIQ Partners
Minnesota
$3.8M
MBI
294
Montrusco Bolton Investments
Quebec, Canada
$3.78M
P
295
&Partners
Tennessee
$3.73M
Capital Fund Management (CFM)
296
Capital Fund Management (CFM)
France
$3.71M
CGH
297
Crossmark Global Holdings
Texas
$3.71M
US Bancorp
298
US Bancorp
Minnesota
$3.7M
MGP
299
Metis Global Partners
California
$3.68M
BCI
300
Brinker Capital Investments
Pennsylvania
$3.65M