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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
WorldQuant Millennium Advisors
351
WorldQuant Millennium Advisors
New York
$2.16M
EPM
352
Elm Partners Management
Pennsylvania
$2.13M
BPA
353
Beacon Pointe Advisors
California
$2.12M
PCM
354
PenderFund Capital Management
British Columbia, Canada
$2.11M
AG
355
Algert Global
California
$2.08M
CRC
356
Curi RMB Capital
Illinois
$2.07M
NA
357
NewEdge Advisors
Louisiana
$2.07M
CCP
358
Carmel Capital Partners
California
$2.06M
PM
359
Phraction Management
Connecticut
$2.05M
N
360
Natixis
France
$2.01M
HTI
361
Hikari Tsushin Inc
Japan
$2M
HFS
362
Hantz Financial Services
Michigan
$1.98M
MIM
363
Moseley Investment Management
Florida
$1.97M
SF
364
Summit Financial
New Jersey
$1.97M
AV
365
ASR Vermogensbeheer
Netherlands
$1.95M
VWM
366
Venturi Wealth Management
Texas
$1.95M
BFG
367
Bleakley Financial Group
New Jersey
$1.93M
Capstone Investment Advisors
368
Capstone Investment Advisors
New York
$1.93M
Balyasny Asset Management
369
Balyasny Asset Management
Illinois
$1.91M
GCM
370
Greenland Capital Management
New York
$1.85M
PCM
371
Parsons Capital Management
Rhode Island
$1.84M
EWM
372
Evercore Wealth Management
New York
$1.81M
TRCT
373
Tower Research Capital (TRC)
New York
$1.79M
WA
374
Waverly Advisors
Alabama
$1.77M
GC
375
Gilbert & Cook
Iowa
$1.77M