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Brookfield

873 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, 289 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: 849873 (+24)

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 282

1.45% less ownership

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

Holders
873
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
MHR
751
Matthew Hamilton Rosenberg
$106K
CB
752
Community Bank
New York
$105K
SWM
753
Spire Wealth Management
Virginia
$103K
CT
754
Coastline Trust
Rhode Island
$96K
SFFS
755
Stonehage Fleming Financial Services
Jersey
$95.7K
Bank Julius Baer & Co
756
Bank Julius Baer & Co
Switzerland
$91.9K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$90.6K
CTC
758
Central Trust Company
Missouri
$80.3K
Nisa Investment Advisors
759
Nisa Investment Advisors
Missouri
$79.5K
ACM
760
Accent Capital Management
Ohio
$74.7K
AFG
761
Albion Financial Group
Utah
$68.6K
AssetMark Inc
762
AssetMark Inc
California
$66K
PB
763
Pinnacle Bancorp
Nebraska
$62.5K
CSPIA
764
Cary Street Partners Investment Advisory
Virginia
$60K
PWMG
765
Prestige Wealth Management Group
New Jersey
$59.3K
TH
766
TCTC Holdings
Texas
$58.8K
FGAM
767
Financial Gravity Asset Management
Texas
$56.9K
TFIPS
768
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.9K
BCM
769
Boreal Capital Management
Florida
$54.8K
FWM
770
FSA Wealth Management
Massachusetts
$54K
LFG
771
Larson Financial Group
Missouri
$53.8K
HIIFS
772
Harel Insurance Investments & Financial Services
Israel
$47K
GWSG
773
GPS Wealth Strategies Group
Colorado
$46.5K
SA
774
Seneschal Advisors
Washington
$46.3K
HWA
775
HHM Wealth Advisors
Tennessee
$45K