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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
TAFW
576
Tred Avon Family Wealth
Maryland
$397K
VCA
577
Verdence Capital Advisors
Maryland
$397K
CT
578
Colonial Trust
South Carolina
$396K
WA
579
Westfuller Advisors
New York
$395K
TPCW
580
TD Private Client Wealth
New York
$394K
PFA
581
Pure Financial Advisors
California
$394K
FFA
582
Farther Finance Advisors
California
$392K
DWP
583
Daymark Wealth Partners
Ohio
$391K
SW
584
Simplicity Wealth
New Jersey
$391K
GAM
585
Gould Asset Management
California
$390K
CFO
586
Callan Family Office
Pennsylvania
$389K
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$387K
SWP
588
Sagespring Wealth Partners
Tennessee
$387K
GAM
589
Griffin Asset Management
New York
$384K
GPA
590
Guerra Pan Advisors
New Jersey
$383K
ESB
591
Essex Savings Bank
Connecticut
$383K
USCWA
592
U.S. Capital Wealth Advisors
Texas
$380K
WAM
593
Walker Asset Management
Missouri
$373K
CA
594
Clearstead Advisors
Ohio
$369K
IFWM
595
Institute for Wealth Management
Colorado
$366K
GWM
596
Gibbs Wealth Management
Georgia
$364K
FM
597
Family Management
New York
$364K
BTW
598
Boston Trust Walden
Massachusetts
$358K
HPC
599
HM Payson & Co
Maine
$357K
MLL
600
Moody Lynn & Lieberson
Massachusetts
$350K