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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
GSEP
651
Golden State Equity Partners
California
$283K
ACA
652
Aptus Capital Advisors
Alabama
$279K
KWM
653
Keebeck Wealth Management
Illinois
$279K
AWM
654
Aprio Wealth Management
Georgia
$278K
PWA
655
Provenance Wealth Advisors
Florida
$278K
DFA
656
DHJJ Financial Advisors
Illinois
$275K
IAS
657
Insigneo Advisory Services
Florida
$272K
GI
658
GAMMA Investing
California
$272K
DS
659
DRW Securities
Illinois
$269K
LBC
660
Lowe Brockenbrough & Co
Virginia
$268K
FB
661
Fulton Bank
Pennsylvania
$267K
FRA
662
Frank Rimerman Advisors
California
$266K
LAM
663
Lummis Asset Management
Texas
$266K
HI
664
Harbour Investments
Wisconsin
$261K
JIC
665
Johnson Investment Counsel
Ohio
$255K
ECM
666
Evergreen Capital Management
Washington
$255K
MFG
667
Merit Financial Group
Georgia
$254K
SC
668
Savant Capital
Illinois
$253K
CAM
669
Chesapeake Asset Management
New York
$252K
AG
670
Ascent Group
Virginia
$251K
Wealthfront Advisers
671
Wealthfront Advisers
California
$251K
RhumbLine Advisers
672
RhumbLine Advisers
Massachusetts
$250K
LIC
673
Laurus Investment Counsel
Canada
$250K
FWTB
674
First Western Trust Bank
Colorado
$248K
YIH
675
Y-Intercept (HK)
Hong Kong
$248K