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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
SS
726
SBI Securities
Japan
$198K
SHM
727
Sagard Holdings Management
Ontario, Canada
$192K
PGAM
728
Princeton Global Asset Management
New Jersey
$182K
PAI
729
Pittenger & Anderson Inc
Nebraska
$173K
MHIP
730
Mountain Hill Investment Partners
New Jersey
$164K
JFGIW
731
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K
ANBT
732
American National Bank & Trust
Texas
$154K
IRAG
733
Investment Research & Advisory Group
Georgia
$154K
AG
734
AmeriFlex Group
Nevada
$151K
CFB
735
Cullen/Frost Bankers
Texas
$144K
MAM
736
Morse Asset Management
Connecticut
$123K
UBP
737
Union Bancaire Privee
Switzerland
$119K
BCM
738
Berbice Capital Management
New York
$117K
SAM
739
Smartleaf Asset Management
Massachusetts
$111K
MHR
740
Matthew Hamilton Rosenberg
$106K
CB
741
Community Bank
New York
$105K
SWM
742
Spire Wealth Management
Virginia
$103K
CT
743
Coastline Trust
Rhode Island
$96K
SFFS
744
Stonehage Fleming Financial Services
Jersey
$95.7K
Bank Julius Baer & Co
745
Bank Julius Baer & Co
Switzerland
$91.9K
PFBT
746
Parkside Financial Bank & Trust
Missouri
$90.6K
CTC
747
Central Trust Company
Missouri
$80.3K
Nisa Investment Advisors
748
Nisa Investment Advisors
Missouri
$79.5K
ACM
749
Accent Capital Management
Ohio
$74.7K
AFG
750
Albion Financial Group
Utah
$68.6K