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Brookfield

859 hedge funds and large institutions have $68.1B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 280 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:

2% more funds holding

Funds holding: 842859 (+17)

0% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 280

1.42% less ownership

Funds ownership: 92.35%90.93% (-1.4%)

Holders
859
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
DFA
651
DHJJ Financial Advisors
Illinois
$275K
IAS
652
Insigneo Advisory Services
Florida
$272K
GI
653
GAMMA Investing
California
$272K
DS
654
DRW Securities
Illinois
$269K
LBC
655
Lowe Brockenbrough & Co
Virginia
$268K
FB
656
Fulton Bank
Pennsylvania
$267K
FRA
657
Frank Rimerman Advisors
California
$266K
LAM
658
Lummis Asset Management
Texas
$266K
HI
659
Harbour Investments
Wisconsin
$261K
JIC
660
Johnson Investment Counsel
Ohio
$255K
ECM
661
Evergreen Capital Management
Washington
$255K
MFG
662
Merit Financial Group
Georgia
$254K
SC
663
Savant Capital
Illinois
$253K
CAM
664
Chesapeake Asset Management
New York
$252K
AG
665
Ascent Group
Virginia
$251K
Wealthfront Advisers
666
Wealthfront Advisers
California
$251K
RhumbLine Advisers
667
RhumbLine Advisers
Massachusetts
$250K
LIC
668
Laurus Investment Counsel
Canada
$250K
FWTB
669
First Western Trust Bank
Colorado
$248K
YIH
670
Y-Intercept (HK)
Hong Kong
$248K
BAM
671
Brave Asset Management
New Jersey
$247K
BL
672
BFSG LLC
California
$247K
WMS
673
Wealth Management Strategies
Pennsylvania
$246K
SIC
674
SFE Investment Counsel
California
$245K
RSA
675
River Street Advisors
Illinois
$245K