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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
LA
726
Legacy Advisors
Pennsylvania
$202K
VCM
727
Vivaldi Capital Management
Illinois
$202K
EL
728
EWA LLC
Pennsylvania
$202K
Macquarie Group
729
Macquarie Group
Australia
$199K
PA
730
Parallel Advisors
California
$198K
EWA
731
EverSource Wealth Advisors
Alabama
$198K
SS
732
SBI Securities
Japan
$198K
SHM
733
Sagard Holdings Management
Ontario, Canada
$192K
PGAM
734
Princeton Global Asset Management
New Jersey
$182K
PAI
735
Pittenger & Anderson Inc
Nebraska
$173K
MHIP
736
Mountain Hill Investment Partners
New Jersey
$164K
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K
ANBT
738
American National Bank & Trust
Texas
$154K
IRAG
739
Investment Research & Advisory Group
Georgia
$154K
AG
740
AmeriFlex Group
Nevada
$151K
CFB
741
Cullen/Frost Bankers
Texas
$144K
IA
742
IFP Advisors
Florida
$130K
MAM
743
Morse Asset Management
Connecticut
$123K
UBP
744
Union Bancaire Privee
Switzerland
$119K
BCM
745
Berbice Capital Management
New York
$117K
SAM
746
Smartleaf Asset Management
Massachusetts
$111K
MHR
747
Matthew Hamilton Rosenberg
$106K
CB
748
Community Bank
New York
$105K
SWM
749
Spire Wealth Management
Virginia
$103K
CT
750
Coastline Trust
Rhode Island
$96K