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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
HCP
401
Holt Capital Partners
Texas
$1.4M
STA
402
Summit Trail Advisors
New York
$1.39M
HIMC
403
Heritage Investors Management Corp
Maryland
$1.39M
NG
404
Norden Group
Utah
$1.37M
VAS
405
Vestmark Advisory Solutions
Massachusetts
$1.35M
Credit Agricole
406
Credit Agricole
France
$1.34M
VT
407
Vise Technologies
New York
$1.34M
WKWM
408
Walter & Keenan Wealth Management
Indiana
$1.33M
ASN
409
Advisory Services Network
Georgia
$1.33M
KeyBank National Association
410
KeyBank National Association
Ohio
$1.33M
KAS
411
Kestra Advisory Services
Texas
$1.3M
PWG
412
Portside Wealth Group
Utah
$1.28M
AFG
413
Atomi Financial Group
New York
$1.28M
AWM
414
Avior Wealth Management
Nebraska
$1.27M
NS
415
NBC Securities
Alabama
$1.26M
OIA
416
OneDigital Investment Advisors
Kansas
$1.25M
SWM
417
Segment Wealth Management
Texas
$1.25M
CG
418
Caprock Group
Idaho
$1.25M
CT
419
Clearstead Trust
Maine
$1.24M
BGCP
420
Bristol Gate Capital Partners
Ontario, Canada
$1.21M
CIA
421
Compass Ion Advisors
Pennsylvania
$1.14M
MFS
422
Mirabella Financial Services
United Kingdom
$1.13M
CAG
423
Crestwood Advisors Group
Massachusetts
$1.11M
AT
424
Avalon Trust
New Mexico
$1.1M
CFM
425
Capricorn Fund Managers
United Kingdom
$1.1M