BN icon

Brookfield

873 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, 289 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: 849873 (+24)

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 282

1.45% less ownership

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

Holders
873
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
XT
651
XTX Topco
Cayman Islands
$289K
BAM
652
Belpointe Asset Management
Nevada
$287K
QCM
653
QRG Capital Management
Illinois
$285K
CCM
654
Canal Capital Management
Virginia
$284K
GSEP
655
Golden State Equity Partners
California
$283K
ACA
656
Aptus Capital Advisors
Alabama
$279K
KWM
657
Keebeck Wealth Management
Illinois
$279K
AWM
658
Aprio Wealth Management
Georgia
$278K
PWA
659
Provenance Wealth Advisors
Florida
$278K
DFA
660
DHJJ Financial Advisors
Illinois
$275K
IAS
661
Insigneo Advisory Services
Florida
$272K
GI
662
GAMMA Investing
California
$272K
DS
663
DRW Securities
Illinois
$269K
LBC
664
Lowe Brockenbrough & Co
Virginia
$268K
FB
665
Fulton Bank
Pennsylvania
$267K
FRA
666
Frank Rimerman Advisors
California
$266K
LAM
667
Lummis Asset Management
Texas
$266K
PVI
668
Pine Valley Investments
New Jersey
$265K
HI
669
Harbour Investments
Wisconsin
$261K
JIC
670
Johnson Investment Counsel
Ohio
$255K
ECM
671
Evergreen Capital Management
Washington
$255K
MFG
672
Merit Financial Group
Georgia
$254K
SC
673
Savant Capital
Illinois
$253K
CAM
674
Chesapeake Asset Management
New York
$252K
AG
675
Ascent Group
Virginia
$251K