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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
GT
576
Greenleaf Trust
Michigan
$416K
BMCM
577
Bryn Mawr Capital Management
Pennsylvania
$412K
BCWM
578
Bartlett & Co Wealth Management
Ohio
$410K
CFP
579
Catalyst Financial Partners
Massachusetts
$407K
KCM
580
Kathmere Capital Management
Pennsylvania
$407K
ANTB
581
AMG National Trust Bank
Colorado
$406K
CA
582
Cortland Associates
Missouri
$405K
CSP
583
Cary Street Partners
Virginia
$398K
TAFW
584
Tred Avon Family Wealth
Maryland
$397K
VCA
585
Verdence Capital Advisors
Maryland
$397K
CT
586
Colonial Trust
South Carolina
$396K
WA
587
Westfuller Advisors
New York
$395K
TPCW
588
TD Private Client Wealth
New York
$394K
PFA
589
Pure Financial Advisors
California
$394K
FFA
590
Farther Finance Advisors
California
$392K
DWP
591
Daymark Wealth Partners
Ohio
$391K
SW
592
Simplicity Wealth
New Jersey
$391K
GAM
593
Gould Asset Management
California
$390K
CFO
594
Callan Family Office
Pennsylvania
$389K
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$387K
SWP
596
Sagespring Wealth Partners
Tennessee
$387K
GAM
597
Griffin Asset Management
New York
$384K
GPA
598
Guerra Pan Advisors
New Jersey
$383K
ESB
599
Essex Savings Bank
Connecticut
$383K
USCWA
600
U.S. Capital Wealth Advisors
Texas
$380K