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Brookfield

872 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, 288 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: 848872 (+24)

2% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 282

1.45% less ownership

Funds ownership: 92.73%91.28% (-1.5%)

Holders
872
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
LFAS
726
Level Four Advisory Services
Texas
$204K
EW
727
Evoke Wealth
California
$204K
SWM
728
SeaCrest Wealth Management
New York
$203K
LA
729
Legacy Advisors
Pennsylvania
$202K
VCM
730
Vivaldi Capital Management
Illinois
$202K
EL
731
EWA LLC
Pennsylvania
$202K
Macquarie Group
732
Macquarie Group
Australia
$199K
PA
733
Parallel Advisors
California
$198K
EWA
734
EverSource Wealth Advisors
Alabama
$198K
SS
735
SBI Securities
Japan
$198K
SHM
736
Sagard Holdings Management
Ontario, Canada
$192K
PGAM
737
Princeton Global Asset Management
New Jersey
$182K
PAI
738
Pittenger & Anderson Inc
Nebraska
$173K
MHIP
739
Mountain Hill Investment Partners
New Jersey
$164K
JFGIW
740
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K
ANBT
741
American National Bank & Trust
Texas
$154K
IRAG
742
Investment Research & Advisory Group
Georgia
$154K
AG
743
AmeriFlex Group
Nevada
$151K
CFB
744
Cullen/Frost Bankers
Texas
$144K
IA
745
IFP Advisors
Florida
$130K
MAM
746
Morse Asset Management
Connecticut
$123K
UBP
747
Union Bancaire Privee
Switzerland
$119K
BCM
748
Berbice Capital Management
New York
$117K
SAM
749
Smartleaf Asset Management
Massachusetts
$111K
MHR
750
Matthew Hamilton Rosenberg
$106K