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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
IIM
301
INTECH Investment Management
Florida
$3.62M
LOAMS
302
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.52M
JHCP
303
Jackson Hole Capital Partners
Oklahoma
$3.52M
RP
304
Ravenswood Partners
Virginia
$3.5M
AGA
305
Accuvest Global Advisors
Utah
$3.36M
BFA
306
Buttonwood Financial Advisors
Maryland
$3.35M
RWM
307
Ritholtz Wealth Management
New York
$3.3M
IHL
308
Investment House LLC
California
$3.3M
SPIA
309
Steward Partners Investment Advisory
New York
$3.29M
Allianz Asset Management
310
Allianz Asset Management
Germany
$3.28M
AIM
311
Allen Investment Management
New York
$3.2M
THCM
312
Taylor Hoffman Capital Management
Virginia
$3.18M
NIM
313
Needham Investment Management
New York
$3.17M
CLA
314
Carnegie Lake Advisors
New Jersey
$3.16M
BBHC
315
Brown Brothers Harriman & Co
New York
$3.14M
CFG
316
Citizens Financial Group
Rhode Island
$3.14M
FT
317
Fiduciary Trust
Massachusetts
$3.11M
AA
318
Ancora Advisors
Ohio
$3.05M
MOS
319
MGO One Seven
Ohio
$3.03M
TW
320
TritonPoint Wealth
Maryland
$3.01M
D.E. Shaw & Co
321
D.E. Shaw & Co
New York
$2.97M
Assenagon Asset Management
322
Assenagon Asset Management
Luxembourg
$2.94M
HA
323
Herold Advisors
New York
$2.93M
Squarepoint
324
Squarepoint
New York
$2.76M
WC
325
Westerkirk Capital
$2.76M