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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
HA
326
Herold Advisors
New York
$2.93M
Squarepoint
327
Squarepoint
New York
$2.76M
WC
328
Westerkirk Capital
$2.76M
SWM
329
Salvus Wealth Management
New Jersey
$2.75M
QCG
330
Quadrant Capital Group
Ohio
$2.74M
GAM
331
Gotham Asset Management
New York
$2.62M
TCM
332
Tandem Capital Management
New Jersey
$2.6M
PAS
333
Park Avenue Securities
New York
$2.59M
AI
334
Atria Investments
North Carolina
$2.58M
LSA
335
L & S Advisors
California
$2.54M
AC
336
Amitell Capital
Singapore
$2.51M
AQR Capital Management
337
AQR Capital Management
Connecticut
$2.49M
EHC
338
Everett Harris & Co
California
$2.48M
SIC
339
Sage Investment Counsel
Tennessee
$2.47M
Two Sigma Advisers
340
Two Sigma Advisers
New York
$2.46M
RCM
341
Radnor Capital Management
Pennsylvania
$2.42M
CPCM
342
Cardinal Point Capital Management
Ontario, Canada
$2.41M
AWM
343
Apollon Wealth Management
South Carolina
$2.38M
RG
344
Rathbones Group
United Kingdom
$2.33M
LIM
345
Leavell Investment Management
Alabama
$2.31M
NFA
346
Northwest Financial Advisors
Virginia
$2.3M
SFS
347
Sowell Financial Services
Arkansas
$2.29M
LNWWM
348
Laird Norton Wetherby Wealth Management
California
$2.26M
Fiera Capital (Canada)
349
Fiera Capital (Canada)
Quebec, Canada
$2.25M
WHC
350
Wulff, Hansen & Co
California
$2.25M