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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
TSW
701
Thompson Siegel & Walmsley
Virginia
$231K
Susquehanna International Group
702
Susquehanna International Group
Pennsylvania
$230K
CIC
703
Chilton Investment Company
Connecticut
$229K
RWP
704
RWA Wealth Partners
Massachusetts
$228K
SOW
705
State of Wyoming
Wyoming
$227K
FLPIM
706
F.L. Putnam Investment Management
Massachusetts
$226K
DADC
707
D.A. Davidson & Co
Montana
$224K
OAM
708
Occidental Asset Management
California
$224K
HIP
709
HUB Investment Partners
Texas
$224K
FOA
710
Five Oceans Advisors
California
$220K
CWA
711
Canvas Wealth Advisors
Kansas
$220K
FEM
712
Fulcrum Equity Management
Texas
$219K
BFS
713
Bard Financial Services
Connecticut
$217K
BEI
714
Benjamin Edwards Inc
Missouri
$215K
GWANC
715
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K
PPC
716
Park Place Capital
Alabama
$214K
EAM
717
Evanson Asset Management
California
$213K
VF
718
Virtu Financial
New York
$213K
AMCA
719
Arthur M. Cohen & Associates
Illinois
$213K
BAM
720
Berkshire Asset Management
Pennsylvania
$211K
HA
721
HFG Advisors
Ohio
$211K
QC
722
Quent Capital
New York
$208K
DT
723
Diversified Trust
Tennessee
$208K
IPAM
724
Investment Partners Asset Management
New Jersey
$208K
AWA
725
Arete Wealth Advisors
Illinois
$206K