BN icon

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
AssetMark Inc
751
AssetMark Inc
California
$66K
PB
752
Pinnacle Bancorp
Nebraska
$62.5K
CSPIA
753
Cary Street Partners Investment Advisory
Virginia
$60K
PWMG
754
Prestige Wealth Management Group
New Jersey
$59.3K
TH
755
TCTC Holdings
Texas
$58.8K
FGAM
756
Financial Gravity Asset Management
Texas
$56.9K
TFIPS
757
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.9K
FWM
758
FSA Wealth Management
Massachusetts
$54K
LFG
759
Larson Financial Group
Missouri
$53.8K
HIIFS
760
Harel Insurance Investments & Financial Services
Israel
$47K
GWSG
761
GPS Wealth Strategies Group
Colorado
$46.5K
SA
762
Seneschal Advisors
Washington
$46.3K
HWA
763
HHM Wealth Advisors
Tennessee
$45K
PTC
764
Private Trust Company
Ohio
$44.9K
VCM
765
Versant Capital Management
Arizona
$44.6K
AF
766
Advisornet Financial
Minnesota
$44.1K
DAM
767
Delta Asset Management
Tennessee
$42.8K
FHC
768
First Horizon Corporation
Tennessee
$40.1K
CTA
769
Colonial Trust Advisors
South Carolina
$37.7K
DJSG
770
D.J. St. Germain
Massachusetts
$37.1K
ATC
771
Adirondack Trust Company
New York
$37K
NC
772
North Capital
Utah
$35.8K
NECFA
773
New England Capital Financial Advisors
Connecticut
$34.3K
CA
774
CoreCap Advisors
Michigan
$34.3K
HNB
775
Hilltop National Bank
Wyoming
$33.1K