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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
NG
401
Norden Group
Utah
$1.37M
VAS
402
Vestmark Advisory Solutions
Massachusetts
$1.35M
Credit Agricole
403
Credit Agricole
France
$1.34M
VT
404
Vise Technologies
New York
$1.34M
WKWM
405
Walter & Keenan Wealth Management
Indiana
$1.33M
ASN
406
Advisory Services Network
Georgia
$1.33M
KeyBank National Association
407
KeyBank National Association
Ohio
$1.33M
KAS
408
Kestra Advisory Services
Texas
$1.3M
PWG
409
Portside Wealth Group
Utah
$1.28M
AFG
410
Atomi Financial Group
New York
$1.28M
AWM
411
Avior Wealth Management
Nebraska
$1.27M
NS
412
NBC Securities
Alabama
$1.26M
OIA
413
OneDigital Investment Advisors
Kansas
$1.25M
SWM
414
Segment Wealth Management
Texas
$1.25M
CG
415
Caprock Group
Idaho
$1.25M
CT
416
Clearstead Trust
Maine
$1.24M
BGCP
417
Bristol Gate Capital Partners
Ontario, Canada
$1.21M
CIA
418
Compass Ion Advisors
Pennsylvania
$1.14M
MFS
419
Mirabella Financial Services
United Kingdom
$1.13M
CAG
420
Crestwood Advisors Group
Massachusetts
$1.11M
AT
421
Avalon Trust
New Mexico
$1.1M
CFM
422
Capricorn Fund Managers
United Kingdom
$1.1M
DWAM
423
Duncan Williams Asset Management
Tennessee
$1.1M
NW
424
NewEdge Wealth
Pennsylvania
$1.08M
YCM
425
Yousif Capital Management
Michigan
$1.08M