BN icon

Brookfield

925 hedge funds and large institutions have $70.7B invested in Brookfield in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 252 increasing their positions, 463 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $68.4B → $70.7B (+$2.33B)

29.23% less ownership

Funds ownership: 91.28%62.05% (-29%)

46% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 463

Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$165M
Puts
$142M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
826
Delta Asset Management
Tennessee
$42.9K
FHC
827
First Horizon Corporation
Tennessee
$41.7K
SWM
828
Spire Wealth Management
Virginia
$40.8K
VCM
829
Versant Capital Management
Arizona
$37.4K
DJSG
830
D.J. St. Germain
Massachusetts
$37.2K
EF
831
Entrust Financial
Pennsylvania
$35.3K
NECFA
832
New England Capital Financial Advisors
Connecticut
$34.5K
HNB
833
Hilltop National Bank
Wyoming
$33.2K
SAG
834
SageView Advisory Group
California
$29.6K
TC
835
Truvestments Capital
Florida
$29.4K
ETC
836
Exchange Traded Concepts
Oklahoma
$27.3K
WPWM
837
Western Pacific Wealth Management
Illinois
$26.9K
BTI
838
Blue Trust Inc
Georgia
$26.1K
QA
839
Quattro Advisors
Pennsylvania
$25.9K
MA
840
MCF Advisors
Kentucky
$25.5K
CTA
841
Colonial Trust Advisors
South Carolina
$25.2K
OC
842
Oakworth Capital
Alabama
$24.8K
SIS
843
Sound Income Strategies
Florida
$23.7K
FGA
844
Fortis Group Advisors
New Jersey
$23.2K
FWA
845
Flagship Wealth Advisors
Massachusetts
$22.1K
SR
846
Swiss Re
Switzerland
$22K
SL
847
Salomon & Ludwin
Virginia
$21.4K
CAM
848
Costello Asset Management
Pennsylvania
$21.1K
HFM
849
Harvest Fund Management
China
$20K
CFO
850
CVA Family Office
Colorado
$19.3K