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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
SEI Investments
376
SEI Investments
Pennsylvania
$1.77M
RA
377
Rational Advisors
New York
$1.75M
CSIC
378
Clifford Swan Investment Counsel
California
$1.7M
KWM
379
Koa Wealth Management
California
$1.68M
HF
380
HRT Financial
New York
$1.67M
BBP
381
Banco BTG Pactual
Brazil
$1.66M
PIA
382
Powell Investment Advisors
Florida
$1.66M
BIM
383
Bridges Investment Management
Nebraska
$1.65M
S
384
SimplyRich
California
$1.62M
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$1.6M
IWC
386
Integrated Wealth Concepts
Massachusetts
$1.58M
IC
387
IEQ Capital
California
$1.55M
MML Investors Services
388
MML Investors Services
Massachusetts
$1.54M
HI
389
Hendershot Investments
Virginia
$1.51M
P
390
Pitcairn
Pennsylvania
$1.49M
FIA
391
Foundations Investment Advisors
Arizona
$1.47M
WTA
392
Washington Trust Advisors
Massachusetts
$1.47M
RI
393
Rinkey Investments
California
$1.47M
HWM
394
Hemington Wealth Management
Virginia
$1.46M
Lido Advisors
395
Lido Advisors
California
$1.44M
TIAA Trust, National Association
396
TIAA Trust, National Association
North Carolina
$1.42M
RRA
397
Round Rock Advisors
Connecticut
$1.4M
HCP
398
Holt Capital Partners
Texas
$1.4M
STA
399
Summit Trail Advisors
New York
$1.39M
HIMC
400
Heritage Investors Management Corp
Maryland
$1.39M