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Brookfield

813 hedge funds and large institutions have $59.5B invested in Brookfield in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 239 increasing their positions, 276 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
+75
Holders Change %
+10.16%
% of All Funds
10.82%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
0.89%
New
118
Increased
239
Reduced
276
Closed
31
Calls
$109M
Puts
$53.3M
Net Calls
+$55.8M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BP
551
BBR Partners
New York
$388K -$181K -3,150 -32%
G
552
GenTrust
Florida
$384K +$28K +488 +8%
CT
553
Colonial Trust
South Carolina
$381K +$69.9K +1,217 +22%
IC
554
Iconiq Capital
California
$380K +$126K +2,200 +50%
NHC
555
Nicholas Hoffman & Company
Georgia
$371K -$17.6K -306 -5%
IC
556
IEQ Capital
California
$370K +$26.3K +458 +8%
PWA
557
Provenance Wealth Advisors
Florida
$369K -$1.21M -21,106 -77%
CNTOF
558
Canandaigua National Trust of Florida
New York
$368K +$368K +6,412 New
GAM
559
Griffin Asset Management
New York
$366K +$345 +6 +0.1%
RhumbLine Advisers
560
RhumbLine Advisers
Massachusetts
$365K -$13.8K -241 -4%
CC
561
Callan Capital
California
$364K -$87.4K -1,522 -19%
NIG
562
NFJ Investment Group
Texas
$363K -$134K -2,329 -27%
GT
563
Greenleaf Trust
Michigan
$358K
MIF
564
Mediolanum International Funds
Ireland
$357K +$357K +6,255 New
CCWM
565
Cassaday & Co Wealth Management
Virginia
$357K
HWA
566
Heartwood Wealth Advisors
Virginia
$352K
WWC
567
Waypoint Wealth Counsel
Georgia
$351K
SI
568
Stephens Inc
Arkansas
$349K -$39.4K -686 -10%
AC
569
ASB Consultores
Florida
$347K -$51.5K -897 -13%
LCWP
570
Legacy Capital Wealth Partners
Arkansas
$344K -$442K -7,688 -56%
BCWM
571
Bartlett & Co Wealth Management
Ohio
$343K -$15.5K -270 -4%
CFP
572
Catalyst Financial Partners
Massachusetts
$343K
DWM
573
Diversify Wealth Management
Utah
$341K -$45.7K -833 -12%
VanEck Associates
574
VanEck Associates
New York
$341K +$341K +5,931 New
CA
575
Cortland Associates
Missouri
$340K