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