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Brookfield

872 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, 288 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: 848872 (+24)

2% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 282

1.45% less ownership

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

Holders
872
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
RhumbLine Advisers
676
RhumbLine Advisers
Massachusetts
$250K
LIC
677
Laurus Investment Counsel
Canada
$250K
FWTB
678
First Western Trust Bank
Colorado
$248K
YIH
679
Y-Intercept (HK)
Hong Kong
$248K
BAM
680
Brave Asset Management
New Jersey
$247K
BL
681
BFSG LLC
California
$247K
WMS
682
Wealth Management Strategies
Pennsylvania
$246K
SIC
683
SFE Investment Counsel
California
$245K
RSA
684
River Street Advisors
Illinois
$245K
POIA
685
Pin Oak Investment Advisors
Texas
$243K
Thrivent Financial for Lutherans
686
Thrivent Financial for Lutherans
Minnesota
$243K
WBCM
687
Wilson & Boucher Capital Management
California
$243K
PWP
688
Principle Wealth Partners
Connecticut
$242K
NCM
689
Northside Capital Management
Oregon
$240K
GC
690
Grimes & Company
Massachusetts
$239K
CH
691
Cromwell Holdings
Wyoming
$238K
OWA
692
Opal Wealth Advisors
New York
$238K
RSWM
693
Robertson Stephens Wealth Management
California
$236K
JSSH
694
J. Safra Sarasin Holding
$235K
HCA
695
Harbour Capital Advisors
Virginia
$234K
DWA
696
Douglass Winthrop Advisors
New York
$233K
KBG
697
Kahn Brothers Group
New York
$232K
PL
698
Perpetual Ltd
Australia
$231K
OFW
699
Omnia Family Wealth
Florida
$231K
TSW
700
Thompson Siegel & Walmsley
Virginia
$231K