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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
SC
501
Schubert & Co
Texas
$634K
SCM
502
Sterling Capital Management
North Carolina
$632K
WSFS
503
Wilmington Savings Fund Society
Delaware
$631K
MCC
504
Malaga Cove Capital
California
$617K
WAM
505
Wolverine Asset Management
Illinois
$617K
AIM
506
Anchor Investment Management
South Carolina
$598K
LFA
507
Legacy Financial Advisors
Kentucky
$597K
ACM
508
AREX Capital Management
New York
$582K
BWP
509
Burling Wealth Partners
Illinois
$582K
KIA
510
Kraematon Investment Advisors
Massachusetts
$579K
B
511
Bailard
California
$577K
4WM
512
4J Wealth Management
Virginia
$574K
VA
513
Vident Advisory
Georgia
$574K
CB
514
Commerce Bank
Missouri
$571K
RFC
515
Regions Financial Corp
Alabama
$571K
HNB
516
Huntington National Bank
Ohio
$567K
WPP
517
Whalerock Point Partners
Rhode Island
$562K
IA
518
Integrity Alliance
Iowa
$556K
CFS
519
CRA Financial Services
New Jersey
$555K
MWM
520
Modern Wealth Management
Kansas
$554K
DZ Bank
521
DZ Bank
Germany
$552K
SRC
522
Shufro Rose & Co
New York
$550K
SRL
523
Scientech Research LLC
New Jersey
$548K
LSA
524
Leonteq Securities AG
Switzerland
$545K
SWM
525
Sendero Wealth Management
Texas
$544K