BN icon

Brookfield

859 hedge funds and large institutions have $68.1B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 280 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:

2% more funds holding

Funds holding: 842859 (+17)

0% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 280

1.42% less ownership

Funds ownership: 92.35%90.93% (-1.4%)

Holders
859
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
TCM
326
Tandem Capital Management
New Jersey
$2.6M
PAS
327
Park Avenue Securities
New York
$2.59M
AI
328
Atria Investments
North Carolina
$2.58M
LSA
329
L & S Advisors
California
$2.54M
AC
330
Amitell Capital
Singapore
$2.51M
AQR Capital Management
331
AQR Capital Management
Connecticut
$2.49M
EHC
332
Everett Harris & Co
California
$2.48M
SIC
333
Sage Investment Counsel
Tennessee
$2.47M
Two Sigma Advisers
334
Two Sigma Advisers
New York
$2.46M
RCM
335
Radnor Capital Management
Pennsylvania
$2.42M
CPCM
336
Cardinal Point Capital Management
Ontario, Canada
$2.41M
AWM
337
Apollon Wealth Management
South Carolina
$2.38M
RG
338
Rathbones Group
United Kingdom
$2.33M
LIM
339
Leavell Investment Management
Alabama
$2.31M
NFA
340
Northwest Financial Advisors
Virginia
$2.3M
SFS
341
Sowell Financial Services
Arkansas
$2.29M
LNWWM
342
Laird Norton Wetherby Wealth Management
California
$2.26M
Fiera Capital (Canada)
343
Fiera Capital (Canada)
Quebec, Canada
$2.25M
WHC
344
Wulff, Hansen & Co
California
$2.25M
VPI
345
Value Partners Investments
Manitoba, Canada
$2.24M
UM
346
UniSuper Management
Australia
$2.22M
CGIM
347
Capital Group Investment Management
Singapore
$2.21M
SDWMA
348
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.21M
TCOV
349
Trust Company of Vermont
Vermont
$2.19M
AG
350
AlTi Global
New York
$2.18M