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Brookfield

859 hedge funds and large institutions have $68.1B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 280 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:

2% more funds holding

Funds holding: 842859 (+17)

0% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 280

1.42% less ownership

Funds ownership: 92.35%90.93% (-1.4%)

Holders
859
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
ACM
501
AREX Capital Management
New York
$582K
BWP
502
Burling Wealth Partners
Illinois
$582K
KIA
503
Kraematon Investment Advisors
Massachusetts
$579K
B
504
Bailard
California
$577K
4WM
505
4J Wealth Management
Virginia
$574K
VA
506
Vident Advisory
Georgia
$574K
CB
507
Commerce Bank
Missouri
$571K
RFC
508
Regions Financial Corp
Alabama
$571K
HNB
509
Huntington National Bank
Ohio
$567K
WPP
510
Whalerock Point Partners
Rhode Island
$562K
IA
511
Integrity Alliance
Iowa
$556K
CFS
512
CRA Financial Services
New Jersey
$555K
MWM
513
Modern Wealth Management
Kansas
$554K
DZ Bank
514
DZ Bank
Germany
$552K
SRC
515
Shufro Rose & Co
New York
$550K
SRL
516
Scientech Research LLC
New Jersey
$548K
SWM
517
Sendero Wealth Management
Texas
$544K
PFS
518
Prospera Financial Services
Texas
$542K
FA
519
Fortis Advisors
Pennsylvania
$542K
Carson Wealth (CWM LLC)
520
Carson Wealth (CWM LLC)
Nebraska
$537K
IAA
521
Independent Advisor Alliance
North Carolina
$530K
COFSG
522
Carbahal Olsen Financial Services Group
California
$523K
RWS
523
Rochester Wealth Strategies
Michigan
$521K
IB
524
Intrust Bank
Kansas
$520K
MYIA
525
Mount Yale Investment Advisors
Colorado
$518K