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Brookfield

872 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, 288 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: 848872 (+24)

2% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 282

1.45% less ownership

Funds ownership: 92.73%91.28% (-1.5%)

Holders
872
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
TA
626
Tactive Advisors
Florida
$321K
FVWA
627
Foster Victor Wealth Advisors
South Carolina
$320K
AWM
628
Axxcess Wealth Management
California
$319K
EI
629
Ellevest Inc
New York
$319K
WHG
630
Westwood Holdings Group
Texas
$317K
IA
631
IFC Advisors
California
$317K
AGC
632
Aspen Grove Capital
Colorado
$315K
RCAG
633
Rehmann Capital Advisory Group
Michigan
$313K
VV
634
Verity & Verity
South Carolina
$313K
SCP
635
Sivia Capital Partners
California
$309K
NEPPG
636
New England Professional Planning Group
Rhode Island
$309K
VAF
637
Values Added Financial
District of Columbia
$309K
TTWM
638
TCV Trust & Wealth Management
Virginia
$308K
FTWA
639
Fifth Third Wealth Advisors
Ohio
$306K
TC
640
TAGStone Capital
North Carolina
$306K
TFA
641
Toth Financial Advisory
Virginia
$302K
MWM
642
Modera Wealth Management
New Jersey
$299K
AA
643
Addison Advisors
Vermont
$299K
WCM
644
Washburn Capital Management
Florida
$298K
Wolverine Trading
645
Wolverine Trading
Illinois
$298K
BFS
646
Bradley Foster & Sargent
Connecticut
$296K
VFA
647
Valeo Financial Advisors
Indiana
$296K
HTC
648
Haverford Trust Company
Pennsylvania
$295K
DWM
649
Diversify Wealth Management
Utah
$294K
LCWP
650
Legacy Capital Wealth Partners
Arkansas
$290K