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Brookfield

835 hedge funds and large institutions have $62.8B invested in Brookfield in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 268 increasing their positions, 277 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+34
Holders Change %
+4.24%
% of All Funds
11.19%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
0.97%
New
109
Increased
268
Reduced
277
Closed
59
Calls
$129M
Puts
$102M
Net Calls
+$27.4M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
776
MTM Investment Management
South Carolina
$17.1K +$17.1K +277 New
FMP
777
Financial Management Professionals
Texas
$16.1K
GIA
778
GHP Investment Advisors
Colorado
$16K
CI
779
Clal Insurance
Israel
$16K +$611 +10 +4%
BFPW
780
BOK Financial Private Wealth
Colorado
$15.5K +$15.5K +250 New
T
781
TOBAM
France
$15K +$15K +178 New
MYIA
782
Mount Yale Investment Advisors
Colorado
$14.9K +$14.9K +242 New
CWA
783
Carolina Wealth Advisors
South Carolina
$14.7K
SA
784
Scarborough Advisors
Maryland
$14.5K +$14.5K +235 New
JGIA
785
Jackson Grant Investment Advisers
Connecticut
$14.4K
HIA
786
Harbor Investment Advisory
Maryland
$14.3K
B
787
Birchbrook
Maine
$13.8K +$6.8K +123 +97%
GWP
788
Gen-Wealth Partners
Michigan
$13.4K
JWA
789
JFS Wealth Advisors
Pennsylvania
$13.2K
LWA
790
Lowe Wealth Advisors
Maryland
$12.4K
HFS
791
Hughes Financial Services
Virginia
$11.9K
VWA
792
VSM Wealth Advisory
Maryland
$11.9K
BFS
793
Bare Financial Services
Pennsylvania
$10.9K +$6.93K +112 +175%
CPG
794
Cornerstone Planning Group
New Jersey
$10.7K +$4.84K +72 +82%
NSIM
795
North Star Investment Management
Illinois
$10.4K
DF
796
Dunhill Financial
United Kingdom
$9.9K
PW
797
Pandora Wealth
Illinois
$9.65K
EB
798
Eastern Bank
Massachusetts
$9.34K
OPTFSNA
799
Old Point Trust & Financial Services N A
Virginia
$9.28K
RI
800
Ridgewood Investments
New Jersey
$8.78K