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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
GCM
376
Greenland Capital Management
New York
$1.85M
PCM
377
Parsons Capital Management
Rhode Island
$1.84M
EWM
378
Evercore Wealth Management
New York
$1.81M
TRCT
379
Tower Research Capital (TRC)
New York
$1.79M
WA
380
Waverly Advisors
Alabama
$1.77M
GC
381
Gilbert & Cook
Iowa
$1.77M
SEI Investments
382
SEI Investments
Pennsylvania
$1.77M
RA
383
Rational Advisors
New York
$1.75M
CSIC
384
Clifford Swan Investment Counsel
California
$1.7M
KWM
385
Koa Wealth Management
California
$1.68M
HF
386
HRT Financial
New York
$1.67M
BBP
387
Banco BTG Pactual
Brazil
$1.66M
PIA
388
Powell Investment Advisors
Florida
$1.66M
BIM
389
Bridges Investment Management
Nebraska
$1.65M
S
390
SimplyRich
California
$1.62M
Mercer Global Advisors
391
Mercer Global Advisors
Colorado
$1.6M
IWC
392
Integrated Wealth Concepts
Massachusetts
$1.58M
IC
393
IEQ Capital
California
$1.55M
MML Investors Services
394
MML Investors Services
Massachusetts
$1.54M
HI
395
Hendershot Investments
Virginia
$1.51M
P
396
Pitcairn
Pennsylvania
$1.49M
FIA
397
Foundations Investment Advisors
Arizona
$1.47M
WTA
398
Washington Trust Advisors
Massachusetts
$1.47M
RI
399
Rinkey Investments
California
$1.47M
HWM
400
Hemington Wealth Management
Virginia
$1.46M