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Brookfield

925 hedge funds and large institutions have $70.7B invested in Brookfield in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 252 increasing their positions, 463 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $68.4B → $70.7B (+$2.33B)

29.23% less ownership

Funds ownership: 91.28%62.05% (-29%)

46% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 463

Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$165M
Puts
$142M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
751
Prosperity Consulting Group
Maryland
$220K
FEM
752
Fulcrum Equity Management
Texas
$220K
VAG
753
VisionPoint Advisory Group
Texas
$220K
EL
754
EWA LLC
Pennsylvania
$219K
CCMG
755
Clark Capital Management Group
Pennsylvania
$219K
DWM
756
Ducere Wealth Management
California
$218K
EAM
757
Evanson Asset Management
California
$218K
PAI
758
Pittenger & Anderson Inc
Nebraska
$217K
NRC
759
New Republic Capital
North Carolina
$217K
X
760
Xponance
Pennsylvania
$216K
GWANC
761
Guardian Wealth Advisors (North Carolina)
North Carolina
$216K
PPC
762
Park Place Capital
Alabama
$216K
CWA
763
Canvas Wealth Advisors
Kansas
$215K
AMCA
764
Arthur M. Cohen & Associates
Illinois
$214K
BAM
765
Berkshire Asset Management
Pennsylvania
$212K
MSR
766
Main Street Research
Connecticut
$212K
HA
767
HFG Advisors
Ohio
$212K
CIAM
768
Caitong International Asset Management
Hong Kong
$210K
PAS
769
PKS Advisory Services
New York
$210K
OC
770
Opal Capital
Florida
$209K
BWM
771
BNB Wealth Management
Maryland
$209K
IPAM
772
Investment Partners Asset Management
New Jersey
$208K
RBC
773
Roble Belko & Company
Pennsylvania
$207K
OFG
774
Oxford Financial Group
Indiana
$207K
WLIM
775
White Lighthouse Investment Management
Massachusetts
$206K