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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
Wealthfront Advisers
676
Wealthfront Advisers
California
$251K
RhumbLine Advisers
677
RhumbLine Advisers
Massachusetts
$250K
LIC
678
Laurus Investment Counsel
Canada
$250K
FWTB
679
First Western Trust Bank
Colorado
$248K
YIH
680
Y-Intercept (HK)
Hong Kong
$248K
BAM
681
Brave Asset Management
New Jersey
$247K
BL
682
BFSG LLC
California
$247K
WMS
683
Wealth Management Strategies
Pennsylvania
$246K
SIC
684
SFE Investment Counsel
California
$245K
RSA
685
River Street Advisors
Illinois
$245K
POIA
686
Pin Oak Investment Advisors
Texas
$243K
Thrivent Financial for Lutherans
687
Thrivent Financial for Lutherans
Minnesota
$243K
WBCM
688
Wilson & Boucher Capital Management
California
$243K
PWP
689
Principle Wealth Partners
Connecticut
$242K
NCM
690
Northside Capital Management
Oregon
$240K
GC
691
Grimes & Company
Massachusetts
$239K
CH
692
Cromwell Holdings
Wyoming
$238K
OWA
693
Opal Wealth Advisors
New York
$238K
RSWM
694
Robertson Stephens Wealth Management
California
$236K
JSSH
695
J. Safra Sarasin Holding
$235K
HCA
696
Harbour Capital Advisors
Virginia
$234K
DWA
697
Douglass Winthrop Advisors
New York
$233K
KBG
698
Kahn Brothers Group
New York
$232K
PL
699
Perpetual Ltd
Australia
$231K
OFW
700
Omnia Family Wealth
Florida
$231K