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Brookfield

872 hedge funds and large institutions have $68.4B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 288 increasing their positions, 282 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: 848872 (+24)

2% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 282

1.45% less ownership

Funds ownership: 92.73%91.28% (-1.5%)

Holders
872
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
SIS
801
Sound Income Strategies
Florida
$21K
IW
802
Imprint Wealth
South Carolina
$21K
GSWM
803
Golden State Wealth Management
California
$20.3K
SL
804
Salomon & Ludwin
Virginia
$20.1K
HFM
805
Harvest Fund Management
China
$20K
PIS
806
POM Investment Strategies
North Carolina
$19.5K
CFO
807
CVA Family Office
Colorado
$19.2K
FNWA
808
Financial Network Wealth Advisors
Utah
$19.1K
MIM
809
MTM Investment Management
South Carolina
$19K
SS
810
Sunbelt Securities
Texas
$18.9K
CI
811
Clal Insurance
Israel
$18K
FMP
812
Financial Management Professionals
Texas
$17.8K
T
813
TOBAM
France
$17K
CWA
814
Carolina Wealth Advisors
South Carolina
$16.3K
SA
815
Scarborough Advisors
Maryland
$16.1K
HWP
816
Highline Wealth Partners
California
$16K
JGIA
817
Jackson Grant Investment Advisers
Connecticut
$16K
HIA
818
Harbor Investment Advisory
Maryland
$15.9K
GWP
819
Gen-Wealth Partners
Michigan
$14.9K
JWA
820
JFS Wealth Advisors
Pennsylvania
$14.6K
B
821
Birchbrook
Maine
$14.2K
LWA
822
Lowe Wealth Advisors
Maryland
$13.7K
TCM
823
Tradewinds Capital Management
Washington
$13.7K
CMA
824
Cedar Mountain Advisors
Oregon
$13.6K
CT
825
Caldwell Trust
Florida
$13.2K