BN icon

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
SFFS
751
Stonehage Fleming Financial Services
Jersey
$95.7K
Bank Julius Baer & Co
752
Bank Julius Baer & Co
Switzerland
$91.9K
PFBT
753
Parkside Financial Bank & Trust
Missouri
$90.6K
CTC
754
Central Trust Company
Missouri
$80.3K
Nisa Investment Advisors
755
Nisa Investment Advisors
Missouri
$79.5K
ACM
756
Accent Capital Management
Ohio
$74.7K
AFG
757
Albion Financial Group
Utah
$68.6K
AssetMark Inc
758
AssetMark Inc
California
$66K
PB
759
Pinnacle Bancorp
Nebraska
$62.5K
CSPIA
760
Cary Street Partners Investment Advisory
Virginia
$60K
PWMG
761
Prestige Wealth Management Group
New Jersey
$59.3K
TH
762
TCTC Holdings
Texas
$58.8K
FGAM
763
Financial Gravity Asset Management
Texas
$56.9K
TFIPS
764
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.9K
FWM
765
FSA Wealth Management
Massachusetts
$54K
LFG
766
Larson Financial Group
Missouri
$53.8K
HIIFS
767
Harel Insurance Investments & Financial Services
Israel
$47K
GWSG
768
GPS Wealth Strategies Group
Colorado
$46.5K
SA
769
Seneschal Advisors
Washington
$46.3K
HWA
770
HHM Wealth Advisors
Tennessee
$45K
PTC
771
Private Trust Company
Ohio
$44.9K
VCM
772
Versant Capital Management
Arizona
$44.6K
AF
773
Advisornet Financial
Minnesota
$44.1K
DAM
774
Delta Asset Management
Tennessee
$42.8K
FHC
775
First Horizon Corporation
Tennessee
$40.1K