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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
CTA
776
Colonial Trust Advisors
South Carolina
$37.7K
DJSG
777
D.J. St. Germain
Massachusetts
$37.1K
ATC
778
Adirondack Trust Company
New York
$37K
NC
779
North Capital
Utah
$35.8K
NECFA
780
New England Capital Financial Advisors
Connecticut
$34.3K
CA
781
CoreCap Advisors
Michigan
$34.3K
HNB
782
Hilltop National Bank
Wyoming
$33.1K
AAS
783
Ameritas Advisory Services
Nebraska
$32.7K
MCM
784
Manchester Capital Management
Vermont
$30K
TC
785
Truvestments Capital
Florida
$29.3K
Fifth Third Bancorp
786
Fifth Third Bancorp
Ohio
$27.3K
WPWM
787
Western Pacific Wealth Management
Illinois
$26.8K
WSC
788
Wellington Shields & Co
New York
$25.8K
BGAI
789
Bruce G. Allen Investments
Colorado
$25.7K
AWM
790
Accredited Wealth Management
Kentucky
$25.4K
BTI
791
Blue Trust Inc
Georgia
$25K
OC
792
Oakworth Capital
Alabama
$24.7K
FGA
793
Fortis Group Advisors
New Jersey
$23.1K
FWA
794
Flagship Wealth Advisors
Massachusetts
$22K
RFP
795
Root Financial Partners
California
$21.2K
CAM
796
Costello Asset Management
Pennsylvania
$21.1K
SIS
797
Sound Income Strategies
Florida
$21K
IW
798
Imprint Wealth
South Carolina
$21K
GSWM
799
Golden State Wealth Management
California
$20.3K
SL
800
Salomon & Ludwin
Virginia
$20.1K