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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
FM
601
Family Management
New York
$364K
BTW
602
Boston Trust Walden
Massachusetts
$358K
HPC
603
HM Payson & Co
Maine
$357K
MLL
604
Moody Lynn & Lieberson
Massachusetts
$350K
TI
605
Trexquant Investment
Connecticut
$349K
PCM
606
Prospera Capital Management
Arizona
$348K
ACGA
607
Atlanta Consulting Group Advisors
Georgia
$347K
PFP
608
Pinnacle Financial Partners
Tennessee
$347K
NDSI
609
Newman Dignan & Sheerar Inc
Rhode Island
$345K
AGA
610
Arkos Global Advisors
Texas
$344K
FSA
611
Financial Security Advisor
Virginia
$342K
CIC
612
Crawford Investment Counsel
Georgia
$339K
CW
613
CreativeOne Wealth
Kansas
$338K
PCM
614
Permanent Capital Management
Illinois
$337K
NP
615
NorthRock Partners
Minnesota
$337K
AGP
616
Autumn Glory Partners
Texas
$335K
UCFA
617
United Capital Financial Advisors
Texas
$335K
MCCA
618
Mill Creek Capital Advisors
Pennsylvania
$332K
JIC
619
Joel Isaacson & Co
New York
$331K
WPC
620
Wedmont Private Capital
Pennsylvania
$329K
BCM
621
Bayesian Capital Management
New York
$329K
TA
622
Tactive Advisors
Florida
$321K
FVWA
623
Foster Victor Wealth Advisors
South Carolina
$320K
AWM
624
Axxcess Wealth Management
California
$319K
EI
625
Ellevest Inc
New York
$319K