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Brookfield

925 hedge funds and large institutions have $70.7B invested in Brookfield in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 252 increasing their positions, 463 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $68.4B → $70.7B (+$2.33B)

29.23% less ownership

Funds ownership: 91.28%62.05% (-29%)

46% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 463

Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$165M
Puts
$142M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
601
Pure Financial Advisors
California
$401K
CAM
602
Cidel Asset Management
Ontario, Canada
$400K
EI
603
Ethic Inc
New York
$399K
TAFW
604
Tred Avon Family Wealth
Maryland
$399K
LGF
605
LGT Group Foundation
Liechtenstein
$398K
BEI
606
Benjamin Edwards Inc
Missouri
$397K
WA
607
Westfuller Advisors
New York
$397K
VSQM
608
V-Square Quantitative Management
Illinois
$397K
SRL
609
Scientech Research LLC
New Jersey
$393K
GAM
610
Gould Asset Management
California
$391K
CPBTD
611
Central Pacific Bank - Trust Division
Hawaii
$390K
VCA
612
Verdence Capital Advisors
Maryland
$389K
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$388K
FCP
614
Fidelis Capital Partners
Florida
$387K
GAM
615
Griffin Asset Management
New York
$386K
GPA
616
Guerra Pan Advisors
New Jersey
$384K
EWM
617
Elevatus Welath Management
New York
$384K
GH
618
GAM Holding
Switzerland
$384K
AWAU
619
Alliance Wealth Advisors (Utah)
Utah
$380K
AGA
620
Accuvest Global Advisors
Utah
$380K
DWP
621
Daymark Wealth Partners
Ohio
$380K
ESB
622
Essex Savings Bank
Connecticut
$380K
ACGA
623
Atlanta Consulting Group Advisors
Georgia
$379K
HTC
624
Haverford Trust Company
Pennsylvania
$377K
WAM
625
Walker Asset Management
Missouri
$374K