BN icon

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
FMP
801
Financial Management Professionals
Texas
$17.8K
T
802
TOBAM
France
$17K
CWA
803
Carolina Wealth Advisors
South Carolina
$16.3K
HWP
804
Highline Wealth Partners
California
$16K
JGIA
805
Jackson Grant Investment Advisers
Connecticut
$16K
HIA
806
Harbor Investment Advisory
Maryland
$15.9K
GWP
807
Gen-Wealth Partners
Michigan
$14.9K
JWA
808
JFS Wealth Advisors
Pennsylvania
$14.6K
B
809
Birchbrook
Maine
$14.2K
LWA
810
Lowe Wealth Advisors
Maryland
$13.7K
TCM
811
Tradewinds Capital Management
Washington
$13.7K
CMA
812
Cedar Mountain Advisors
Oregon
$13.6K
VWA
813
VSM Wealth Advisory
Maryland
$13.2K
CT
814
Caldwell Trust
Florida
$13.2K
FUBT
815
First United Bank & Trust
Maryland
$12.3K
HFS
816
Hughes Financial Services
Virginia
$12.2K
BFS
817
Bare Financial Services
Pennsylvania
$12.1K
NSIM
818
North Star Investment Management
Illinois
$11.5K
FIM
819
FWL Investment Management
Texas
$11.3K
DF
820
Dunhill Financial
United Kingdom
$11K
CPG
821
Cornerstone Planning Group
New Jersey
$10.9K
PW
822
Pandora Wealth
Illinois
$10.7K
EB
823
Eastern Bank
Massachusetts
$10.4K
OPTFSNA
824
Old Point Trust & Financial Services N A
Virginia
$10.3K
QL
825
Quarry LP
New York
$8.85K