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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
Lido Advisors
401
Lido Advisors
California
$1.44M
TIAA Trust, National Association
402
TIAA Trust, National Association
North Carolina
$1.42M
RRA
403
Round Rock Advisors
Connecticut
$1.4M
HCP
404
Holt Capital Partners
Texas
$1.4M
STA
405
Summit Trail Advisors
New York
$1.39M
HIMC
406
Heritage Investors Management Corp
Maryland
$1.39M
NG
407
Norden Group
Utah
$1.37M
VAS
408
Vestmark Advisory Solutions
Massachusetts
$1.35M
Credit Agricole
409
Credit Agricole
France
$1.34M
VT
410
Vise Technologies
New York
$1.34M
WKWM
411
Walter & Keenan Wealth Management
Indiana
$1.33M
ASN
412
Advisory Services Network
Georgia
$1.33M
KeyBank National Association
413
KeyBank National Association
Ohio
$1.33M
KAS
414
Kestra Advisory Services
Texas
$1.3M
PWG
415
Portside Wealth Group
Utah
$1.28M
AFG
416
Atomi Financial Group
New York
$1.28M
AWM
417
Avior Wealth Management
Nebraska
$1.27M
NS
418
NBC Securities
Alabama
$1.26M
OIA
419
OneDigital Investment Advisors
Kansas
$1.25M
SWM
420
Segment Wealth Management
Texas
$1.25M
CG
421
Caprock Group
Idaho
$1.25M
CT
422
Clearstead Trust
Maine
$1.24M
BGCP
423
Bristol Gate Capital Partners
Ontario, Canada
$1.21M
CIA
424
Compass Ion Advisors
Pennsylvania
$1.14M
MFS
425
Mirabella Financial Services
United Kingdom
$1.13M