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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
KCM
576
Kathmere Capital Management
Pennsylvania
$407K
ANTB
577
AMG National Trust Bank
Colorado
$406K
CA
578
Cortland Associates
Missouri
$405K
CSP
579
Cary Street Partners
Virginia
$398K
TAFW
580
Tred Avon Family Wealth
Maryland
$397K
VCA
581
Verdence Capital Advisors
Maryland
$397K
CT
582
Colonial Trust
South Carolina
$396K
WA
583
Westfuller Advisors
New York
$395K
TPCW
584
TD Private Client Wealth
New York
$394K
PFA
585
Pure Financial Advisors
California
$394K
FFA
586
Farther Finance Advisors
California
$392K
DWP
587
Daymark Wealth Partners
Ohio
$391K
SW
588
Simplicity Wealth
New Jersey
$391K
GAM
589
Gould Asset Management
California
$390K
CFO
590
Callan Family Office
Pennsylvania
$389K
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$387K
SWP
592
Sagespring Wealth Partners
Tennessee
$387K
GAM
593
Griffin Asset Management
New York
$384K
GPA
594
Guerra Pan Advisors
New Jersey
$383K
ESB
595
Essex Savings Bank
Connecticut
$383K
USCWA
596
U.S. Capital Wealth Advisors
Texas
$380K
WAM
597
Walker Asset Management
Missouri
$373K
CA
598
Clearstead Advisors
Ohio
$369K
IFWM
599
Institute for Wealth Management
Colorado
$366K
GWM
600
Gibbs Wealth Management
Georgia
$364K