BN icon

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
COFSG
526
Carbahal Olsen Financial Services Group
California
$523K
RWS
527
Rochester Wealth Strategies
Michigan
$521K
IB
528
Intrust Bank
Kansas
$520K
MYIA
529
Mount Yale Investment Advisors
Colorado
$518K
AWAU
530
Alliance Wealth Advisors (Utah)
Utah
$515K
ACM
531
Advisors Capital Management
New Jersey
$510K
CCA
532
Checchi Capital Advisers
California
$505K
LPT
533
Legacy Private Trust
Wisconsin
$505K
JWCA
534
J.W. Cole Advisors
Florida
$505K
CSI
535
Cross Staff Investments
New York
$500K
WSCM
536
Wellington Shields Capital Management
New York
$499K
TCOO
537
Trust Company of Oklahoma
Oklahoma
$496K
TF
538
Tenon Financial
New Jersey
$494K
PP
539
PDS Planning
Ohio
$493K
GRP
540
Global Retirement Partners
California
$488K
WFI
541
West Family Investments
California
$485K
MCWA
542
Meadow Creek Wealth Advisors
Georgia
$481K
NHC
543
Nicholas Hoffman & Company
Georgia
$481K
FCP
544
Fidelis Capital Partners
Florida
$480K
FFG
545
Frisch Financial Group
New York
$479K
OBWP
546
O'Brien Wealth Partners
Massachusetts
$479K
HDIM
547
Hanson & Doremus Investment Management
Vermont
$477K
EI
548
Ethic Inc
New York
$476K
AC
549
AlphaCore Capital
California
$471K
VFA
550
Voya Financial Advisors
Connecticut
$469K