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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
PMAM
51
Picton Mahoney Asset Management
Ontario, Canada
$180M
SI
52
Scharf Investments
California
$180M
FAM
53
Fenimore Asset Management
New York
$177M
SCP
54
Soroban Capital Partners
New York
$175M
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$171M
BAMCO Inc
56
BAMCO Inc
New York
$165M
MSC
57
MUFG Securities (Canada)
New York
$163M
AIMCA
58
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$162M
CB
59
Cooke & Bieler
Pennsylvania
$161M
Deutsche Bank
60
Deutsche Bank
Germany
$161M
Massachusetts Financial Services
61
Massachusetts Financial Services
Massachusetts
$160M
NHAS
62
Novo Holdings A/S
Denmark
$160M
OAC
63
OMERS Administration Corp
Ontario, Canada
$159M
CCMIC
64
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$149M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
65
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$134M
AC
66
Addenda Capital
Quebec, Canada
$132M
MCI
67
McDonald Capital Investors
California
$129M
CS
68
Cannell & Spears
New York
$124M
GCC
69
Guardian Capital (Canada)
Ontario, Canada
$120M
UBS Group
70
UBS Group
Switzerland
$119M
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$117M
Northern Trust
72
Northern Trust
Illinois
$111M
Stifel Financial
73
Stifel Financial
Missouri
$111M
BCIM
74
British Columbia Investment Management
British Columbia, Canada
$110M
DMIC
75
Dixon Mitchell Investment Counsel
British Columbia, Canada
$110M