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Brookfield

867 hedge funds and large institutions have $68.1B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 281 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: 845867 (+22)

1% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 281

1.41% less ownership

Funds ownership: 92.37%90.96% (-1.4%)

Holders
867
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
FLPIM
701
F.L. Putnam Investment Management
Massachusetts
$226K
DADC
702
D.A. Davidson & Co
Montana
$224K
OAM
703
Occidental Asset Management
California
$224K
HIP
704
HUB Investment Partners
Texas
$224K
FOA
705
Five Oceans Advisors
California
$220K
CWA
706
Canvas Wealth Advisors
Kansas
$220K
FEM
707
Fulcrum Equity Management
Texas
$219K
BFS
708
Bard Financial Services
Connecticut
$217K
BEI
709
Benjamin Edwards Inc
Missouri
$215K
GWANC
710
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K
PPC
711
Park Place Capital
Alabama
$214K
EAM
712
Evanson Asset Management
California
$213K
VF
713
Virtu Financial
New York
$213K
AMCA
714
Arthur M. Cohen & Associates
Illinois
$213K
BAM
715
Berkshire Asset Management
Pennsylvania
$211K
HA
716
HFG Advisors
Ohio
$211K
QC
717
Quent Capital
New York
$208K
SWGC
718
Summit Wealth Group (Colorado)
Colorado
$208K
DT
719
Diversified Trust
Tennessee
$208K
IPAM
720
Investment Partners Asset Management
New Jersey
$208K
AWA
721
Arete Wealth Advisors
Illinois
$206K
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$205K
LFAS
723
Level Four Advisory Services
Texas
$204K
EW
724
Evoke Wealth
California
$204K
SWM
725
SeaCrest Wealth Management
New York
$203K