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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
TRCT
376
Tower Research Capital (TRC)
New York
$1.79M
WA
377
Waverly Advisors
Alabama
$1.77M
GC
378
Gilbert & Cook
Iowa
$1.77M
SEI Investments
379
SEI Investments
Pennsylvania
$1.77M
RA
380
Rational Advisors
New York
$1.75M
CSIC
381
Clifford Swan Investment Counsel
California
$1.7M
KWM
382
Koa Wealth Management
California
$1.68M
HF
383
HRT Financial
New York
$1.67M
BBP
384
Banco BTG Pactual
Brazil
$1.66M
PIA
385
Powell Investment Advisors
Florida
$1.66M
BIM
386
Bridges Investment Management
Nebraska
$1.65M
S
387
SimplyRich
California
$1.62M
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$1.6M
IWC
389
Integrated Wealth Concepts
Massachusetts
$1.58M
IC
390
IEQ Capital
California
$1.55M
MML Investors Services
391
MML Investors Services
Massachusetts
$1.54M
HI
392
Hendershot Investments
Virginia
$1.51M
P
393
Pitcairn
Pennsylvania
$1.49M
FIA
394
Foundations Investment Advisors
Arizona
$1.47M
WTA
395
Washington Trust Advisors
Massachusetts
$1.47M
RI
396
Rinkey Investments
California
$1.47M
HWM
397
Hemington Wealth Management
Virginia
$1.46M
Lido Advisors
398
Lido Advisors
California
$1.44M
TIAA Trust, National Association
399
TIAA Trust, National Association
North Carolina
$1.42M
RRA
400
Round Rock Advisors
Connecticut
$1.4M