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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
BAM
826
Bellevue Asset Management
Washington
$8.78K
SA
827
SRH Advisors
Kansas
$8.71K
CWP
828
Concord Wealth Partners
Virginia
$8.16K
FPB
829
First PREMIER Bank
South Dakota
$8K
MG
830
Mather Group
Illinois
$7.96K
ZBNA
831
Zions Bancorporation, National Association
Utah
$7.34K
JWM
832
JPL Wealth Management
Colorado
$7.07K
PCM
833
Penserra Capital Management
California
$6K
MTIC
834
Missouri Trust & Investment Company
Missouri
$5.14K
ADL
835
Asset Dedication LLC
California
$4.46K
PAM
836
Palisade Asset Management
Minnesota
$4.05K
ME
837
McIlrath & Eck
Washington
$4.05K
CFD
838
Creative Financial Designs
Indiana
$3.91K
SJIM
839
St. Johns Investment Management
Florida
$3.77K
MSFP
840
Mark Sheptoff Financial Planning
Connecticut
$3.29K
RF
841
Rossby Financial
Florida
$2.51K
TWD
842
True Wealth Design
Ohio
$2.47K
PWAM
843
Private Wealth Asset Management
Iowa
$2.4K
PWMG
844
Private Wealth Management Group
New Jersey
$2.35K
TC
845
Trust Company
Kansas
$2.26K
BIA
846
Bell Investment Advisors
California
$2.13K
C
847
Covestor
United Kingdom
$2K
ACA
848
American Capital Advisory
Idaho
$1.37K
SN
849
Sittner & Nelson
Oregon
$1.24K
RF
850
Robbins Farley
New Hampshire
$961