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Brookfield

859 hedge funds and large institutions have $68.1B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 280 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:

2% more funds holding

Funds holding: 842859 (+17)

0% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 280

1.42% less ownership

Funds ownership: 92.35%90.93% (-1.4%)

Holders
859
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
AAS
776
Ameritas Advisory Services
Nebraska
$32.7K
MCM
777
Manchester Capital Management
Vermont
$30K
TC
778
Truvestments Capital
Florida
$29.3K
Fifth Third Bancorp
779
Fifth Third Bancorp
Ohio
$27.3K
WPWM
780
Western Pacific Wealth Management
Illinois
$26.8K
WSC
781
Wellington Shields & Co
New York
$25.8K
BGAI
782
Bruce G. Allen Investments
Colorado
$25.7K
AWM
783
Accredited Wealth Management
Kentucky
$25.4K
BTI
784
Blue Trust Inc
Georgia
$25K
OC
785
Oakworth Capital
Alabama
$24.7K
FGA
786
Fortis Group Advisors
New Jersey
$23.1K
FWA
787
Flagship Wealth Advisors
Massachusetts
$22K
RFP
788
Root Financial Partners
California
$21.2K
CAM
789
Costello Asset Management
Pennsylvania
$21.1K
SIS
790
Sound Income Strategies
Florida
$21K
IW
791
Imprint Wealth
South Carolina
$21K
GSWM
792
Golden State Wealth Management
California
$20.3K
SL
793
Salomon & Ludwin
Virginia
$20.1K
HFM
794
Harvest Fund Management
China
$20K
PIS
795
POM Investment Strategies
North Carolina
$19.5K
CFO
796
CVA Family Office
Colorado
$19.2K
FNWA
797
Financial Network Wealth Advisors
Utah
$19.1K
MIM
798
MTM Investment Management
South Carolina
$19K
SS
799
Sunbelt Securities
Texas
$18.9K
CI
800
Clal Insurance
Israel
$18K