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Brookfield

835 hedge funds and large institutions have $62.8B invested in Brookfield in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 268 increasing their positions, 277 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+34
Holders Change %
+4.24%
% of All Funds
11.19%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
0.97%
New
109
Increased
268
Reduced
277
Closed
59
Calls
$129M
Puts
$102M
Net Calls
+$27.4M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NECFA
751
New England Capital Financial Advisors
Connecticut
$30.9K +$62 +1 +0.2%
HNB
752
Hilltop National Bank
Wyoming
$29.9K +$29.9K +483 New
MCM
753
Manchester Capital Management
Vermont
$27K -$7.79K -126 -22%
TC
754
Truvestments Capital
Florida
$26.4K
BTI
755
Blue Trust Inc
Georgia
$25.6K +$5.63K +91 +28%
WPWM
756
Western Pacific Wealth Management
Illinois
$24.2K
WSC
757
Wellington Shields & Co
New York
$23.2K
BGAI
758
Bruce G. Allen Investments
Colorado
$23.2K +$3.03K +49 +15%
AWM
759
Accredited Wealth Management
Kentucky
$22.9K
TPCW
760
TD Private Client Wealth
New York
$22.4K +$22.1K +357 +7,140%
OC
761
Oakworth Capital
Alabama
$22.3K -$2.1K -34 -9%
FGA
762
Fortis Group Advisors
New Jersey
$20.8K
NC
763
NewSquare Capital
Pennsylvania
$20K +$12.5K +202 +167%
FWA
764
Flagship Wealth Advisors
Massachusetts
$19.8K
HT
765
Headlands Technologies
Illinois
$19.6K -$87.5K -1,414 -82%
SAM
766
Smartleaf Asset Management
Massachusetts
$19.6K
SIS
767
Sound Income Strategies
Florida
$19.2K +$18.6K +300 +2,727%
AssetMark Inc
768
AssetMark Inc
California
$19.2K +$13K +210 +210%
CAM
769
Costello Asset Management
Pennsylvania
$19K
PAM
770
Parvin Asset Management
South Dakota
$18.9K +$18.9K +305 New
GSWM
771
Golden State Wealth Management
California
$18.3K
AGWCA
772
Annis Gardner Whiting Capital Advisors
Florida
$17.8K +$17.8K +287 New
PIS
773
POM Investment Strategies
North Carolina
$17.6K
CFO
774
CVA Family Office
Colorado
$17.3K
FNWA
775
Financial Network Wealth Advisors
Utah
$17.3K