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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
TI
601
Trexquant Investment
Connecticut
$349K
PCM
602
Prospera Capital Management
Arizona
$348K
ACGA
603
Atlanta Consulting Group Advisors
Georgia
$347K
PFP
604
Pinnacle Financial Partners
Tennessee
$347K
NDSI
605
Newman Dignan & Sheerar Inc
Rhode Island
$345K
AGA
606
Arkos Global Advisors
Texas
$344K
FSA
607
Financial Security Advisor
Virginia
$342K
CIC
608
Crawford Investment Counsel
Georgia
$339K
CW
609
CreativeOne Wealth
Kansas
$338K
PCM
610
Permanent Capital Management
Illinois
$337K
NP
611
NorthRock Partners
Minnesota
$337K
AGP
612
Autumn Glory Partners
Texas
$335K
UCFA
613
United Capital Financial Advisors
Texas
$335K
MCCA
614
Mill Creek Capital Advisors
Pennsylvania
$332K
JIC
615
Joel Isaacson & Co
New York
$331K
WPC
616
Wedmont Private Capital
Pennsylvania
$329K
BCM
617
Bayesian Capital Management
New York
$329K
TA
618
Tactive Advisors
Florida
$321K
FVWA
619
Foster Victor Wealth Advisors
South Carolina
$320K
AWM
620
Axxcess Wealth Management
California
$319K
EI
621
Ellevest Inc
New York
$319K
WHG
622
Westwood Holdings Group
Texas
$317K
IA
623
IFC Advisors
California
$317K
AGC
624
Aspen Grove Capital
Colorado
$315K
RCAG
625
Rehmann Capital Advisory Group
Michigan
$313K