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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
VV
626
Verity & Verity
South Carolina
$313K
SCP
627
Sivia Capital Partners
California
$309K
NEPPG
628
New England Professional Planning Group
Rhode Island
$309K
VAF
629
Values Added Financial
District of Columbia
$309K
TTWM
630
TCV Trust & Wealth Management
Virginia
$308K
FTWA
631
Fifth Third Wealth Advisors
Ohio
$306K
TC
632
TAGStone Capital
North Carolina
$306K
TFA
633
Toth Financial Advisory
Virginia
$302K
MWM
634
Modera Wealth Management
New Jersey
$299K
AA
635
Addison Advisors
Vermont
$299K
WCM
636
Washburn Capital Management
Florida
$298K
Wolverine Trading
637
Wolverine Trading
Illinois
$298K
BFS
638
Bradley Foster & Sargent
Connecticut
$296K
VFA
639
Valeo Financial Advisors
Indiana
$296K
HTC
640
Haverford Trust Company
Pennsylvania
$295K
DWM
641
Diversify Wealth Management
Utah
$294K
LCWP
642
Legacy Capital Wealth Partners
Arkansas
$290K
XT
643
XTX Topco
Cayman Islands
$289K
BAM
644
Belpointe Asset Management
Nevada
$287K
QCM
645
QRG Capital Management
Illinois
$285K
GSEP
646
Golden State Equity Partners
California
$283K
ACA
647
Aptus Capital Advisors
Alabama
$279K
KWM
648
Keebeck Wealth Management
Illinois
$279K
AWM
649
Aprio Wealth Management
Georgia
$278K
PWA
650
Provenance Wealth Advisors
Florida
$278K