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Brookfield

835 hedge funds and large institutions have $62.8B invested in Brookfield in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 268 increasing their positions, 277 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+34
Holders Change %
+4.24%
% of All Funds
11.19%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
0.97%
New
109
Increased
268
Reduced
277
Closed
59
Calls
$129M
Puts
$102M
Net Calls
+$27.4M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
701
Morse Asset Management
Connecticut
$111K +$111K +1,800 New
UBP
702
Union Bancaire Privee
Switzerland
$107K +$52.6K +1,000 +96%
Group One Trading
703
Group One Trading
Illinois
$101K +$101K +1,639 New
BFP
704
Briaud Financial Planning
Texas
$100K
BCM
705
Berbice Capital Management
New York
$99K +$6.19K +100 +7%
MHR
706
Matthew Hamilton Rosenberg
$95.4K -$16.1K -261 -14%
CB
707
Community Bank
New York
$94.5K
PAI
708
Pittenger & Anderson Inc
Nebraska
$90.3K -$8.47K -137 -9%
CT
709
Coastline Trust
Rhode Island
$86.6K
SFFS
710
Stonehage Fleming Financial Services
Jersey
$86.3K +$86.3K +1,395 New
PFBT
711
Parkside Financial Bank & Trust
Missouri
$84.4K +$989 +16 +1%
Bank Julius Baer & Co
712
Bank Julius Baer & Co
Switzerland
$82.7K +$13.3K +158 +19%
SO
713
Sierra Ocean
California
$82.1K +$1.42K +23 +2%
ACM
714
Accent Capital Management
Ohio
$80K -$13.9K -225 -15%
TRCT
715
Tower Research Capital (TRC)
New York
$79.2K -$2.97M -48,035 -97%
Nisa Investment Advisors
716
Nisa Investment Advisors
Missouri
$71.7K
CTC
717
Central Trust Company
Missouri
$69.6K +$69.6K +1,125 New
CCM
718
Carderock Capital Management
Maryland
$68K +$68K +1,100 New
AG
719
AmeriFlex Group
Nevada
$67.4K
FHA
720
First Horizon Advisors
Tennessee
$64.9K -$275K -4,444 -81%
AC
721
AlphaCore Capital
California
$63.3K +$63.3K +1,024 New
SL
722
Salomon & Ludwin
Virginia
$62.1K +$62.1K +992 New
AFG
723
Albion Financial Group
Utah
$61.9K
PTC
724
Private Trust Company
Ohio
$57.4K
Fifth Third Bancorp
725
Fifth Third Bancorp
Ohio
$57K +$2.66K +43 +5%