BN icon

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
WAM
601
Walker Asset Management
Missouri
$373K
CA
602
Clearstead Advisors
Ohio
$369K
IFWM
603
Institute for Wealth Management
Colorado
$366K
GWM
604
Gibbs Wealth Management
Georgia
$364K
FM
605
Family Management
New York
$364K
BTW
606
Boston Trust Walden
Massachusetts
$358K
HPC
607
HM Payson & Co
Maine
$357K
MLL
608
Moody Lynn & Lieberson
Massachusetts
$350K
TI
609
Trexquant Investment
Connecticut
$349K
PCM
610
Prospera Capital Management
Arizona
$348K
ACGA
611
Atlanta Consulting Group Advisors
Georgia
$347K
PFPT
612
Pinnacle Financial Partners (Tennessee)
Tennessee
$347K
NDSI
613
Newman Dignan & Sheerar Inc
Rhode Island
$345K
AGA
614
Arkos Global Advisors
Texas
$344K
FSA
615
Financial Security Advisor
Virginia
$342K
CIC
616
Crawford Investment Counsel
Georgia
$339K
CW
617
CreativeOne Wealth
Kansas
$338K
PCM
618
Permanent Capital Management
Illinois
$337K
NP
619
NorthRock Partners
Minnesota
$337K
AGP
620
Autumn Glory Partners
Texas
$335K
UCFA
621
United Capital Financial Advisors
Texas
$335K
MCCA
622
Mill Creek Capital Advisors
Pennsylvania
$332K
JIC
623
Joel Isaacson & Co
New York
$331K
WPC
624
Wedmont Private Capital
Pennsylvania
$329K
BCM
625
Bayesian Capital Management
New York
$329K