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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
CB
751
Community Bank
New York
$105K
SWM
752
Spire Wealth Management
Virginia
$103K
CT
753
Coastline Trust
Rhode Island
$96K
SFFS
754
Stonehage Fleming Financial Services
Jersey
$95.7K
Bank Julius Baer & Co
755
Bank Julius Baer & Co
Switzerland
$91.9K
PFBT
756
Parkside Financial Bank & Trust
Missouri
$90.6K
CTC
757
Central Trust Company
Missouri
$80.3K
Nisa Investment Advisors
758
Nisa Investment Advisors
Missouri
$79.5K
ACM
759
Accent Capital Management
Ohio
$74.7K
AFG
760
Albion Financial Group
Utah
$68.6K
AssetMark Inc
761
AssetMark Inc
California
$66K
PB
762
Pinnacle Bancorp
Nebraska
$62.5K
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$60K
PWMG
764
Prestige Wealth Management Group
New Jersey
$59.3K
TH
765
TCTC Holdings
Texas
$58.8K
FGAM
766
Financial Gravity Asset Management
Texas
$56.9K
TFIPS
767
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.9K
BCM
768
Boreal Capital Management
Florida
$54.8K
FWM
769
FSA Wealth Management
Massachusetts
$54K
LFG
770
Larson Financial Group
Missouri
$53.8K
HIIFS
771
Harel Insurance Investments & Financial Services
Israel
$47K
GWSG
772
GPS Wealth Strategies Group
Colorado
$46.5K
SA
773
Seneschal Advisors
Washington
$46.3K
HWA
774
HHM Wealth Advisors
Tennessee
$45K
PTC
775
Private Trust Company
Ohio
$44.9K