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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
BAM
676
Brave Asset Management
New Jersey
$247K
BL
677
BFSG LLC
California
$247K
WMS
678
Wealth Management Strategies
Pennsylvania
$246K
SIC
679
SFE Investment Counsel
California
$245K
RSA
680
River Street Advisors
Illinois
$245K
POIA
681
Pin Oak Investment Advisors
Texas
$243K
Thrivent Financial for Lutherans
682
Thrivent Financial for Lutherans
Minnesota
$243K
WBCM
683
Wilson & Boucher Capital Management
California
$243K
PWP
684
Principle Wealth Partners
Connecticut
$242K
NCM
685
Northside Capital Management
Oregon
$240K
GC
686
Grimes & Company
Massachusetts
$239K
CH
687
Cromwell Holdings
Wyoming
$238K
OWA
688
Opal Wealth Advisors
New York
$238K
RSWM
689
Robertson Stephens Wealth Management
California
$236K
JSSH
690
J. Safra Sarasin Holding
$235K
HCA
691
Harbour Capital Advisors
Virginia
$234K
DWA
692
Douglass Winthrop Advisors
New York
$233K
KBG
693
Kahn Brothers Group
New York
$232K
PL
694
Perpetual Ltd
Australia
$231K
OFW
695
Omnia Family Wealth
Florida
$231K
TSW
696
Thompson Siegel & Walmsley
Virginia
$231K
Susquehanna International Group
697
Susquehanna International Group
Pennsylvania
$230K
CIC
698
Chilton Investment Company
Connecticut
$229K
RWP
699
RWA Wealth Partners
Massachusetts
$228K
SOW
700
State of Wyoming
Wyoming
$227K