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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
LFA
626
Legacy Financial Advisors
Kentucky
$372K
FLPIM
627
F.L. Putnam Investment Management
Massachusetts
$372K
CWP
628
Curated Wealth Partners
California
$372K
KCM
629
Kathmere Capital Management
Pennsylvania
$372K
IFWM
630
Institute for Wealth Management
Colorado
$368K
GC
631
GatePass Capital
Ohio
$367K
FWP
632
Firethorn Wealth Partners
Georgia
$366K
FM
633
Family Management
New York
$365K
IA
634
IFG Advisory
Georgia
$362K
HPC
635
HM Payson & Co
Maine
$360K
BTW
636
Boston Trust Walden
Massachusetts
$359K
GI
637
GAMMA Investing
California
$358K
AP
638
Appleton Partners
Massachusetts
$358K
DWT
639
Dorsey & Whitney Trust
South Dakota
$357K
QCM
640
QRG Capital Management
Illinois
$357K
RYIA
641
Roehl & Yi Investment Advisors
Oregon
$357K
CIAS
642
Capital Investment Advisory Services
North Carolina
$354K
NDSI
643
Newman Dignan & Sheerar Inc
Rhode Island
$353K
MLL
644
Moody Lynn & Lieberson
Massachusetts
$352K
EWA
645
EP Wealth Advisors
California
$350K
FSA
646
Financial Security Advisor
Virginia
$344K
PCM
647
Permanent Capital Management
Illinois
$339K
AGP
648
Autumn Glory Partners
Texas
$337K
MCCA
649
Mill Creek Capital Advisors
Pennsylvania
$333K
JIC
650
Joel Isaacson & Co
New York
$333K