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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
POIA
676
Pin Oak Investment Advisors
Texas
$243K
Thrivent Financial for Lutherans
677
Thrivent Financial for Lutherans
Minnesota
$243K
WBCM
678
Wilson & Boucher Capital Management
California
$243K
PWP
679
Principle Wealth Partners
Connecticut
$242K
NCM
680
Northside Capital Management
Oregon
$240K
GC
681
Grimes & Company
Massachusetts
$239K
CH
682
Cromwell Holdings
Wyoming
$238K
OWA
683
Opal Wealth Advisors
New York
$238K
RSWM
684
Robertson Stephens Wealth Management
California
$236K
JSSH
685
J. Safra Sarasin Holding
$235K
HCA
686
Harbour Capital Advisors
Virginia
$234K
DWA
687
Douglass Winthrop Advisors
New York
$233K
KBG
688
Kahn Brothers Group
New York
$232K
PL
689
Perpetual Ltd
Australia
$231K
OFW
690
Omnia Family Wealth
Florida
$231K
TSW
691
Thompson Siegel & Walmsley
Virginia
$231K
Susquehanna International Group
692
Susquehanna International Group
Pennsylvania
$230K
CIC
693
Chilton Investment Company
Connecticut
$229K
RWP
694
RWA Wealth Partners
Massachusetts
$228K
SOW
695
State of Wyoming
Wyoming
$227K
FLPIM
696
F.L. Putnam Investment Management
Massachusetts
$226K
DADC
697
D.A. Davidson & Co
Montana
$224K
OAM
698
Occidental Asset Management
California
$224K
HIP
699
HUB Investment Partners
Texas
$224K
FOA
700
Five Oceans Advisors
California
$220K