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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
HFM
801
Harvest Fund Management
China
$20K
PIS
802
POM Investment Strategies
North Carolina
$19.5K
CFO
803
CVA Family Office
Colorado
$19.2K
FNWA
804
Financial Network Wealth Advisors
Utah
$19.1K
MIM
805
MTM Investment Management
South Carolina
$19K
SS
806
Sunbelt Securities
Texas
$18.9K
CI
807
Clal Insurance
Israel
$18K
FMP
808
Financial Management Professionals
Texas
$17.8K
T
809
TOBAM
France
$17K
CWA
810
Carolina Wealth Advisors
South Carolina
$16.3K
HWP
811
Highline Wealth Partners
California
$16K
JGIA
812
Jackson Grant Investment Advisers
Connecticut
$16K
HIA
813
Harbor Investment Advisory
Maryland
$15.9K
GWP
814
Gen-Wealth Partners
Michigan
$14.9K
JWA
815
JFS Wealth Advisors
Pennsylvania
$14.6K
B
816
Birchbrook
Maine
$14.2K
LWA
817
Lowe Wealth Advisors
Maryland
$13.7K
TCM
818
Tradewinds Capital Management
Washington
$13.7K
CMA
819
Cedar Mountain Advisors
Oregon
$13.6K
VWA
820
VSM Wealth Advisory
Maryland
$13.2K
CT
821
Caldwell Trust
Florida
$13.2K
FUBT
822
First United Bank & Trust
Maryland
$12.3K
HFS
823
Hughes Financial Services
Virginia
$12.2K
BFS
824
Bare Financial Services
Pennsylvania
$12.1K
NSIM
825
North Star Investment Management
Illinois
$11.5K