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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
VPI
351
Value Partners Investments
Manitoba, Canada
$2.24M
UM
352
UniSuper Management
Australia
$2.22M
CGIM
353
Capital Group Investment Management
Singapore
$2.21M
SDWMA
354
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.21M
TCOV
355
Trust Company of Vermont
Vermont
$2.19M
AG
356
AlTi Global
New York
$2.18M
WorldQuant Millennium Advisors
357
WorldQuant Millennium Advisors
New York
$2.16M
EPM
358
Elm Partners Management
Pennsylvania
$2.13M
BPA
359
Beacon Pointe Advisors
California
$2.12M
PCM
360
PenderFund Capital Management
British Columbia, Canada
$2.11M
AG
361
Algert Global
California
$2.08M
CRC
362
Curi RMB Capital
Illinois
$2.07M
NA
363
NewEdge Advisors
Louisiana
$2.07M
CCP
364
Carmel Capital Partners
California
$2.06M
PM
365
Phraction Management
Connecticut
$2.05M
N
366
Natixis
France
$2.01M
HTI
367
Hikari Tsushin Inc
Japan
$2M
HFS
368
Hantz Financial Services
Michigan
$1.98M
MIM
369
Moseley Investment Management
Florida
$1.97M
SF
370
Summit Financial
New Jersey
$1.97M
AV
371
ASR Vermogensbeheer
Netherlands
$1.95M
VWM
372
Venturi Wealth Management
Texas
$1.95M
BFG
373
Bleakley Financial Group
New Jersey
$1.93M
Capstone Investment Advisors
374
Capstone Investment Advisors
New York
$1.93M
Balyasny Asset Management
375
Balyasny Asset Management
Illinois
$1.91M