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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
SI
551
Stephens Inc
Arkansas
$460K
PAW
552
Plan A Wealth
Nebraska
$457K
M&T Bank
553
M&T Bank
New York
$450K
Envestnet Portfolio Solutions
554
Envestnet Portfolio Solutions
Illinois
$449K
NL
555
NWAM LLC
Washington
$447K
GH
556
GAM Holding
Switzerland
$445K
UB
557
UMB Bank
Missouri
$443K
IWM
558
IHT Wealth Management
Illinois
$440K
MIF
559
Mediolanum International Funds
Ireland
$437K
CAM
560
Cidel Asset Management
Ontario, Canada
$435K
FFM
561
Forum Financial Management
Illinois
$429K
FWP
562
Firethorn Wealth Partners
Georgia
$429K
CCWM
563
Cassaday & Co Wealth Management
Virginia
$427K
AAP
564
Arax Advisory Partners
Colorado
$426K
GCM
565
Genus Capital Management
British Columbia, Canada
$425K
HWA
566
Heartwood Wealth Advisors
Virginia
$420K
WWC
567
Waypoint Wealth Counsel
Georgia
$419K
GT
568
Greenleaf Trust
Michigan
$416K
BMCM
569
Bryn Mawr Capital Management
Pennsylvania
$412K
BCWM
570
Bartlett & Co Wealth Management
Ohio
$410K
CFP
571
Catalyst Financial Partners
Massachusetts
$407K
KCM
572
Kathmere Capital Management
Pennsylvania
$407K
ANTB
573
AMG National Trust Bank
Colorado
$406K
CA
574
Cortland Associates
Missouri
$405K
CSP
575
Cary Street Partners
Virginia
$398K