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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
SA
301
Sanctuary Advisors
Indiana
$3.65M
JPWM
302
Jamison Private Wealth Management
Georgia
$3.64M
VPIM
303
Vanguard Personalized Indexing Management
California
$3.63M
IIM
304
INTECH Investment Management
Florida
$3.62M
LOAMS
305
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.52M
JHCP
306
Jackson Hole Capital Partners
Oklahoma
$3.52M
RP
307
Ravenswood Partners
Virginia
$3.5M
AGA
308
Accuvest Global Advisors
Utah
$3.36M
BFA
309
Buttonwood Financial Advisors
Maryland
$3.35M
RWM
310
Ritholtz Wealth Management
New York
$3.3M
IHL
311
Investment House LLC
California
$3.3M
SPIA
312
Steward Partners Investment Advisory
New York
$3.29M
Allianz Asset Management
313
Allianz Asset Management
Germany
$3.28M
AIM
314
Allen Investment Management
New York
$3.2M
THCM
315
Taylor Hoffman Capital Management
Virginia
$3.18M
NIM
316
Needham Investment Management
New York
$3.17M
CLA
317
Carnegie Lake Advisors
New Jersey
$3.16M
BBHC
318
Brown Brothers Harriman & Co
New York
$3.14M
CFG
319
Citizens Financial Group
Rhode Island
$3.14M
FT
320
Fiduciary Trust
Massachusetts
$3.11M
AA
321
Ancora Advisors
Ohio
$3.05M
MOS
322
MGO One Seven
Ohio
$3.03M
TW
323
TritonPoint Wealth
Maryland
$3.01M
D.E. Shaw & Co
324
D.E. Shaw & Co
New York
$2.97M
Assenagon Asset Management
325
Assenagon Asset Management
Luxembourg
$2.94M