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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
MPWT
726
MassMutual Private Wealth & Trust
Connecticut
$205K
LFAS
727
Level Four Advisory Services
Texas
$204K
EW
728
Evoke Wealth
California
$204K
SWM
729
SeaCrest Wealth Management
New York
$203K
LA
730
Legacy Advisors
Pennsylvania
$202K
VCM
731
Vivaldi Capital Management
Illinois
$202K
EL
732
EWA LLC
Pennsylvania
$202K
Macquarie Group
733
Macquarie Group
Australia
$199K
PA
734
Parallel Advisors
California
$198K
EWA
735
EverSource Wealth Advisors
Alabama
$198K
SS
736
SBI Securities
Japan
$198K
SHM
737
Sagard Holdings Management
Ontario, Canada
$192K
PGAM
738
Princeton Global Asset Management
New Jersey
$182K
PAI
739
Pittenger & Anderson Inc
Nebraska
$173K
MHIP
740
Mountain Hill Investment Partners
New Jersey
$164K
JFGIW
741
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K
ANBT
742
American National Bank & Trust
Texas
$154K
IRAG
743
Investment Research & Advisory Group
Georgia
$154K
AG
744
AmeriFlex Group
Nevada
$151K
CFB
745
Cullen/Frost Bankers
Texas
$144K
IA
746
IFP Advisors
Florida
$130K
MAM
747
Morse Asset Management
Connecticut
$123K
UBP
748
Union Bancaire Privee
Switzerland
$119K
BCM
749
Berbice Capital Management
New York
$117K
SAM
750
Smartleaf Asset Management
Massachusetts
$111K