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Brookfield

801 hedge funds and large institutions have $52.5B invested in Brookfield in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 269 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-12
Holders Change %
-1.48%
% of All Funds
10.88%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
0.88%
New
74
Increased
279
Reduced
269
Closed
69
Calls
$85.7M
Puts
$30.4M
Net Calls
+$55.3M
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
626
SG Americas Securities
New York
$218K -$37K -706 -15%
PWA
627
Provenance Wealth Advisors
Florida
$217K -$119K -2,277 -35%
SRC
628
Shufro Rose & Co
New York
$216K
VFA
629
Valeo Financial Advisors
Indiana
$216K +$4.56K +87 +2%
KWM
630
Keebeck Wealth Management
Illinois
$213K -$32.2K -615 -13%
LIC
631
Laurus Investment Counsel
Canada
$212K
BAM
632
Belpointe Asset Management
Nevada
$212K +$212K +4,047 New
WFI
633
West Family Investments
California
$211K
BFO
634
Biltmore Family Office
North Carolina
$210K
IAS
635
Insigneo Advisory Services
Florida
$208K -$178K -3,400 -46%
LBC
636
Lowe Brockenbrough & Co
Virginia
$208K -$9.43K -180 -4%
OWA
637
Opal Wealth Advisors
New York
$207K -$31.8K -607 -13%
LAM
638
Lummis Asset Management
Texas
$207K
CHP
639
Cable Hill Partners
Oregon
$207K -$69.8K -1,300 -25%
WPC
640
Wedmont Private Capital
Pennsylvania
$206K +$486 +10 +0.2%
ACA
641
Aptus Capital Advisors
Alabama
$205K -$10.1K -192 -5%
FB
642
Fulton Bank
Pennsylvania
$202K +$202K +3,862 New
CIAM
643
Caitong International Asset Management
Hong Kong
$202K +$202K +3,860 New
CSP
644
Cary Street Partners
Virginia
$193K -$55.4K -1,057 -22%
NIG
645
NFJ Investment Group
Texas
$193K -$138K -2,637 -42%
RhumbLine Advisers
646
RhumbLine Advisers
Massachusetts
$191K -$142K -2,702 -43%
HI
647
Harbour Investments
Wisconsin
$188K
POIA
648
Pin Oak Investment Advisors
Texas
$184K
CH
649
Cromwell Holdings
Wyoming
$182K
PCM
650
PenderFund Capital Management
British Columbia, Canada
$178K