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
DWT
551
Dorsey & Whitney Trust
South Dakota
$468K
AA
552
ABC Arbitrage
France
$465K
SQA
553
Simon Quick Advisors
New Jersey
$465K
BP
554
BBR Partners
New York
$463K
SI
555
Stephens Inc
Arkansas
$460K
PAW
556
Plan A Wealth
Nebraska
$457K
M&T Bank
557
M&T Bank
New York
$450K
Envestnet Portfolio Solutions
558
Envestnet Portfolio Solutions
Illinois
$449K
NL
559
NWAM LLC
Washington
$447K
GH
560
GAM Holding
Switzerland
$445K
UB
561
UMB Bank
Missouri
$443K
IWM
562
IHT Wealth Management
Illinois
$440K
MIF
563
Mediolanum International Funds
Ireland
$437K
CAM
564
Cidel Asset Management
Ontario, Canada
$435K
FFM
565
Forum Financial Management
Illinois
$429K
FWP
566
Firethorn Wealth Partners
Georgia
$429K
CCWM
567
Cassaday & Co Wealth Management
Virginia
$427K
AAP
568
Arax Advisory Partners
Colorado
$426K
GCM
569
Genus Capital Management
British Columbia, Canada
$425K
HWA
570
Heartwood Wealth Advisors
Virginia
$420K
WWC
571
Waypoint Wealth Counsel
Georgia
$419K
GT
572
Greenleaf Trust
Michigan
$416K
BMCM
573
Bryn Mawr Capital Management
Pennsylvania
$412K
BCWM
574
Bartlett & Co Wealth Management
Ohio
$410K
CFP
575
Catalyst Financial Partners
Massachusetts
$407K