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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
SWM
326
Salvus Wealth Management
New Jersey
$2.75M
QCG
327
Quadrant Capital Group
Ohio
$2.74M
GAM
328
Gotham Asset Management
New York
$2.62M
TCM
329
Tandem Capital Management
New Jersey
$2.6M
PAS
330
Park Avenue Securities
New York
$2.59M
AI
331
Atria Investments
North Carolina
$2.58M
LSA
332
L & S Advisors
California
$2.54M
AC
333
Amitell Capital
Singapore
$2.51M
AQR Capital Management
334
AQR Capital Management
Connecticut
$2.49M
EHC
335
Everett Harris & Co
California
$2.48M
SIC
336
Sage Investment Counsel
Tennessee
$2.47M
Two Sigma Advisers
337
Two Sigma Advisers
New York
$2.46M
RCM
338
Radnor Capital Management
Pennsylvania
$2.42M
CPCM
339
Cardinal Point Capital Management
Ontario, Canada
$2.41M
AWM
340
Apollon Wealth Management
South Carolina
$2.38M
RG
341
Rathbones Group
United Kingdom
$2.33M
LIM
342
Leavell Investment Management
Alabama
$2.31M
NFA
343
Northwest Financial Advisors
Virginia
$2.3M
SFS
344
Sowell Financial Services
Arkansas
$2.29M
LNWWM
345
Laird Norton Wetherby Wealth Management
California
$2.26M
Fiera Capital (Canada)
346
Fiera Capital (Canada)
Quebec, Canada
$2.25M
WHC
347
Wulff, Hansen & Co
California
$2.25M
VPI
348
Value Partners Investments
Manitoba, Canada
$2.24M
UM
349
UniSuper Management
Australia
$2.22M
CGIM
350
Capital Group Investment Management
Singapore
$2.21M