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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
MCC
501
Malaga Cove Capital
California
$617K
WAM
502
Wolverine Asset Management
Illinois
$617K
AIM
503
Anchor Investment Management
South Carolina
$598K
LFA
504
Legacy Financial Advisors
Kentucky
$597K
ACM
505
AREX Capital Management
New York
$582K
BWP
506
Burling Wealth Partners
Illinois
$582K
KIA
507
Kraematon Investment Advisors
Massachusetts
$579K
B
508
Bailard
California
$577K
4WM
509
4J Wealth Management
Virginia
$574K
VA
510
Vident Advisory
Georgia
$574K
CB
511
Commerce Bank
Missouri
$571K
RFC
512
Regions Financial Corp
Alabama
$571K
HNB
513
Huntington National Bank
Ohio
$567K
WPP
514
Whalerock Point Partners
Rhode Island
$562K
IA
515
Integrity Alliance
Iowa
$556K
CFS
516
CRA Financial Services
New Jersey
$555K
MWM
517
Modern Wealth Management
Kansas
$554K
DZ Bank
518
DZ Bank
Germany
$552K
SRC
519
Shufro Rose & Co
New York
$550K
SRL
520
Scientech Research LLC
New Jersey
$548K
SWM
521
Sendero Wealth Management
Texas
$544K
PFS
522
Prospera Financial Services
Texas
$542K
FA
523
Fortis Advisors
Pennsylvania
$542K
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$537K
IAA
525
Independent Advisor Alliance
North Carolina
$530K