BN icon

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
CWA
701
Canvas Wealth Advisors
Kansas
$220K
BFS
702
Bard Financial Services
Connecticut
$217K
BEI
703
Benjamin Edwards Inc
Missouri
$215K
GWANC
704
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K
PPC
705
Park Place Capital
Alabama
$214K
EAM
706
Evanson Asset Management
California
$213K
VF
707
Virtu Financial
New York
$213K
AMCA
708
Arthur M. Cohen & Associates
Illinois
$213K
BAM
709
Berkshire Asset Management
Pennsylvania
$211K
HA
710
HFG Advisors
Ohio
$211K
QC
711
Quent Capital
New York
$208K
SWGC
712
Summit Wealth Group (Colorado)
Colorado
$208K
DT
713
Diversified Trust
Tennessee
$208K
IPAM
714
Investment Partners Asset Management
New Jersey
$208K
AWA
715
Arete Wealth Advisors
Illinois
$206K
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$205K
LFAS
717
Level Four Advisory Services
Texas
$204K
EW
718
Evoke Wealth
California
$204K
SWM
719
SeaCrest Wealth Management
New York
$203K
LA
720
Legacy Advisors
Pennsylvania
$202K
VCM
721
Vivaldi Capital Management
Illinois
$202K
EL
722
EWA LLC
Pennsylvania
$202K
Macquarie Group
723
Macquarie Group
Australia
$199K
PA
724
Parallel Advisors
California
$198K
EWA
725
EverSource Wealth Advisors
Alabama
$198K