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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
AWAU
526
Alliance Wealth Advisors (Utah)
Utah
$515K
ACM
527
Advisors Capital Management
New Jersey
$510K
CCA
528
Checchi Capital Advisers
California
$505K
LPT
529
Legacy Private Trust
Wisconsin
$505K
JWCA
530
J.W. Cole Advisors
Florida
$505K
CSI
531
Cross Staff Investments
New York
$500K
WSCM
532
Wellington Shields Capital Management
New York
$499K
TCOO
533
Trust Company of Oklahoma
Oklahoma
$496K
TF
534
Tenon Financial
New Jersey
$494K
PP
535
PDS Planning
Ohio
$493K
GRP
536
Global Retirement Partners
California
$488K
WFI
537
West Family Investments
California
$485K
MCWA
538
Meadow Creek Wealth Advisors
Georgia
$481K
NHC
539
Nicholas Hoffman & Company
Georgia
$481K
FCP
540
Fidelis Capital Partners
Florida
$480K
FFG
541
Frisch Financial Group
New York
$479K
OBWP
542
O'Brien Wealth Partners
Massachusetts
$479K
HDIM
543
Hanson & Doremus Investment Management
Vermont
$477K
EI
544
Ethic Inc
New York
$476K
AC
545
AlphaCore Capital
California
$471K
VFA
546
Voya Financial Advisors
Connecticut
$469K
DWT
547
Dorsey & Whitney Trust
South Dakota
$468K
AA
548
ABC Arbitrage
France
$465K
SQA
549
Simon Quick Advisors
New Jersey
$465K
BP
550
BBR Partners
New York
$463K