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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
DWAM
426
Duncan Williams Asset Management
Tennessee
$1.1M
NW
427
NewEdge Wealth
Pennsylvania
$1.08M
YCM
428
Yousif Capital Management
Michigan
$1.08M
MGWM
429
Marks Group Wealth Management
Minnesota
$1.07M
CL
430
Choreo LLC
Illinois
$1.05M
DA
431
Denali Advisors
California
$1.04M
PAG
432
Private Advisor Group
New Jersey
$1.04M
GWM
433
Geneos Wealth Management
Colorado
$1.04M
Verition Fund Management
434
Verition Fund Management
Connecticut
$1.03M
FPAS
435
Focus Partners Advisor Solutions
Missouri
$1.03M
AC
436
Avenir Corporation
Virginia
$1.03M
BCM
437
Barometer Capital Management
Ontario, Canada
$1.03M
NIG
438
NFJ Investment Group
Texas
$1.01M
BTWM
439
Baker Tilly Wealth Management
Wisconsin
$999K
Jones Financial Companies
440
Jones Financial Companies
Missouri
$998K
CIM
441
Cambria Investment Management
California
$996K
GIM
442
Glenmede Investment Management
Pennsylvania
$995K
VAG
443
VisionPoint Advisory Group
Texas
$985K
Fisher Asset Management
444
Fisher Asset Management
Washington
$977K
CCM
445
Coldstream Capital Management
Washington
$967K
IWA
446
Icon Wealth Advisors
Texas
$935K
Vontobel Holding
447
Vontobel Holding
Switzerland
$931K
SC
448
Syon Capital
California
$923K
PIM
449
Plato Investment Management
Australia
$922K
S
450
SignatureFD
Georgia
$922K