BN icon

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
SDWMA
351
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.21M
TCOV
352
Trust Company of Vermont
Vermont
$2.19M
AG
353
AlTi Global
New York
$2.18M
WorldQuant Millennium Advisors
354
WorldQuant Millennium Advisors
New York
$2.16M
EPM
355
Elm Partners Management
Pennsylvania
$2.13M
BPA
356
Beacon Pointe Advisors
California
$2.12M
PCM
357
PenderFund Capital Management
British Columbia, Canada
$2.11M
AG
358
Algert Global
California
$2.08M
CRC
359
Curi RMB Capital
Illinois
$2.07M
NA
360
NewEdge Advisors
Louisiana
$2.07M
CCP
361
Carmel Capital Partners
California
$2.06M
PM
362
Phraction Management
Connecticut
$2.05M
N
363
Natixis
France
$2.01M
HTI
364
Hikari Tsushin Inc
Japan
$2M
HFS
365
Hantz Financial Services
Michigan
$1.98M
MIM
366
Moseley Investment Management
Florida
$1.97M
SF
367
Summit Financial
New Jersey
$1.97M
AV
368
ASR Vermogensbeheer
Netherlands
$1.95M
VWM
369
Venturi Wealth Management
Texas
$1.95M
BFG
370
Bleakley Financial Group
New Jersey
$1.93M
Capstone Investment Advisors
371
Capstone Investment Advisors
New York
$1.93M
Balyasny Asset Management
372
Balyasny Asset Management
Illinois
$1.91M
GCM
373
Greenland Capital Management
New York
$1.85M
PCM
374
Parsons Capital Management
Rhode Island
$1.84M
EWM
375
Evercore Wealth Management
New York
$1.81M