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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
HDIM
551
Hanson & Doremus Investment Management
Vermont
$477K
EI
552
Ethic Inc
New York
$476K
AC
553
AlphaCore Capital
California
$471K
NL
554
NWAM LLC
Washington
$470K
VFA
555
Voya Financial Advisors
Connecticut
$469K
DWT
556
Dorsey & Whitney Trust
South Dakota
$468K
AA
557
ABC Arbitrage
France
$465K
SQA
558
Simon Quick Advisors
New Jersey
$465K
BP
559
BBR Partners
New York
$463K
SI
560
Stephens Inc
Arkansas
$460K
PAW
561
Plan A Wealth
Nebraska
$457K
M&T Bank
562
M&T Bank
New York
$450K
Envestnet Portfolio Solutions
563
Envestnet Portfolio Solutions
Illinois
$449K
GH
564
GAM Holding
Switzerland
$445K
UB
565
UMB Bank
Missouri
$443K
IWM
566
IHT Wealth Management
Illinois
$440K
MIF
567
Mediolanum International Funds
Ireland
$437K
CAM
568
Cidel Asset Management
Ontario, Canada
$435K
FFM
569
Forum Financial Management
Illinois
$429K
FWP
570
Firethorn Wealth Partners
Georgia
$429K
CCWM
571
Cassaday & Co Wealth Management
Virginia
$427K
AAP
572
Arax Advisory Partners
Colorado
$426K
GCM
573
Genus Capital Management
British Columbia, Canada
$425K
HWA
574
Heartwood Wealth Advisors
Virginia
$420K
WWC
575
Waypoint Wealth Counsel
Georgia
$419K