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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
CAG
426
Crestwood Advisors Group
Massachusetts
$1.11M
AT
427
Avalon Trust
New Mexico
$1.1M
CFM
428
Capricorn Fund Managers
United Kingdom
$1.1M
DWAM
429
Duncan Williams Asset Management
Tennessee
$1.1M
NW
430
NewEdge Wealth
Pennsylvania
$1.08M
YCM
431
Yousif Capital Management
Michigan
$1.08M
MGWM
432
Marks Group Wealth Management
Minnesota
$1.07M
CL
433
Choreo LLC
Illinois
$1.05M
DA
434
Denali Advisors
California
$1.04M
PAG
435
Private Advisor Group
New Jersey
$1.04M
GWM
436
Geneos Wealth Management
Colorado
$1.04M
Verition Fund Management
437
Verition Fund Management
Connecticut
$1.03M
FPAS
438
Focus Partners Advisor Solutions
Missouri
$1.03M
AC
439
Avenir Corporation
Virginia
$1.03M
BCM
440
Barometer Capital Management
Ontario, Canada
$1.03M
NIG
441
NFJ Investment Group
Texas
$1.01M
BTWM
442
Baker Tilly Wealth Management
Wisconsin
$999K
Jones Financial Companies
443
Jones Financial Companies
Missouri
$998K
CIM
444
Cambria Investment Management
California
$996K
GIM
445
Glenmede Investment Management
Pennsylvania
$995K
VAG
446
VisionPoint Advisory Group
Texas
$985K
Fisher Asset Management
447
Fisher Asset Management
Washington
$977K
CCM
448
Coldstream Capital Management
Washington
$967K
IWA
449
Icon Wealth Advisors
Texas
$935K
Vontobel Holding
450
Vontobel Holding
Switzerland
$931K