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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
WHG
626
Westwood Holdings Group
Texas
$317K
IA
627
IFC Advisors
California
$317K
AGC
628
Aspen Grove Capital
Colorado
$315K
RCAG
629
Rehmann Capital Advisory Group
Michigan
$313K
VV
630
Verity & Verity
South Carolina
$313K
SCP
631
Sivia Capital Partners
California
$309K
NEPPG
632
New England Professional Planning Group
Rhode Island
$309K
VAF
633
Values Added Financial
District of Columbia
$309K
TTWM
634
TCV Trust & Wealth Management
Virginia
$308K
FTWA
635
Fifth Third Wealth Advisors
Ohio
$306K
TC
636
TAGStone Capital
North Carolina
$306K
TFA
637
Toth Financial Advisory
Virginia
$302K
MWM
638
Modera Wealth Management
New Jersey
$299K
AA
639
Addison Advisors
Vermont
$299K
WCM
640
Washburn Capital Management
Florida
$298K
Wolverine Trading
641
Wolverine Trading
Illinois
$298K
BFS
642
Bradley Foster & Sargent
Connecticut
$296K
VFA
643
Valeo Financial Advisors
Indiana
$296K
HTC
644
Haverford Trust Company
Pennsylvania
$295K
DWM
645
Diversify Wealth Management
Utah
$294K
LCWP
646
Legacy Capital Wealth Partners
Arkansas
$290K
XT
647
XTX Topco
Cayman Islands
$289K
BAM
648
Belpointe Asset Management
Nevada
$287K
QCM
649
QRG Capital Management
Illinois
$285K
CCM
650
Canal Capital Management
Virginia
$284K