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Brookfield

925 hedge funds and large institutions have $70.7B invested in Brookfield in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 252 increasing their positions, 463 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $68.4B → $70.7B (+$2.33B)

29.23% less ownership

Funds ownership: 91.28%62.05% (-29%)

46% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 463

Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$165M
Puts
$142M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
476
SKBA Capital Management
California
$772K
TCM
477
Tuttle Capital Management
Connecticut
$772K
LSA
478
Leonteq Securities AG
Switzerland
$767K
TCM
479
TT Capital Management
California
$754K
CFO
480
Callan Family Office
Pennsylvania
$753K
FFA
481
Farther Finance Advisors
California
$748K
OCA
482
OpenArc Corporate Advisory
Georgia
$743K
FPAS
483
Focus Partners Advisor Solutions
Missouri
$741K
OCM
484
One Capital Management
California
$732K
SWP
485
Stratos Wealth Partners
Ohio
$729K
AWA
486
Arkadios Wealth Advisors
Georgia
$727K
NCM
487
Next Capital Management
New York
$723K
PI
488
PFG Investments
New York
$708K
GPA
489
Garrison Point Advisors
California
$704K
XT
490
XTX Topco
Cayman Islands
$702K
SCA
491
Snowden Capital Advisors
New York
$692K
RA
492
Rubicon Advisors
California
$691K
GT
493
Glenview Trust
Kentucky
$689K
CCM
494
Corsair Capital Management
New York
$688K
QWM
495
Quadcap Wealth Management
Texas
$688K
IAA
496
Independent Advisor Alliance
North Carolina
$683K
TGAM
497
TBH Global Asset Management
Tennessee
$680K
DLA
498
Douglas Lane & Associates
New York
$679K
XWL
499
XXI Wealth LLC
Illinois
$676K
WSFS
500
Wilmington Savings Fund Society
Delaware
$674K