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Brookfield

873 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, 289 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: 849873 (+24)

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 282

1.45% less ownership

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

Holders
873
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
CT
826
Caldwell Trust
Florida
$13.2K
VWA
827
VSM Wealth Advisory
Maryland
$13.2K
FUBT
828
First United Bank & Trust
Maryland
$12.3K
HFS
829
Hughes Financial Services
Virginia
$12.2K
BFS
830
Bare Financial Services
Pennsylvania
$12.1K
NSIM
831
North Star Investment Management
Illinois
$11.5K
FIM
832
FWL Investment Management
Texas
$11.3K
DF
833
Dunhill Financial
United Kingdom
$11K
CPG
834
Cornerstone Planning Group
New Jersey
$10.9K
PW
835
Pandora Wealth
Illinois
$10.7K
EB
836
Eastern Bank
Massachusetts
$10.4K
OPTFSNA
837
Old Point Trust & Financial Services N A
Virginia
$10.3K
QL
838
Quarry LP
New York
$8.85K
BAM
839
Bellevue Asset Management
Washington
$8.78K
SA
840
SRH Advisors
Kansas
$8.71K
CWP
841
Concord Wealth Partners
Virginia
$8.16K
FPB
842
First PREMIER Bank
South Dakota
$8K
MG
843
Mather Group
Illinois
$7.96K
ZBNA
844
Zions Bancorporation, National Association
Utah
$7.34K
JWM
845
JPL Wealth Management
Colorado
$7.07K
PCM
846
Penserra Capital Management
California
$6K
MTIC
847
Missouri Trust & Investment Company
Missouri
$5.14K
ADL
848
Asset Dedication LLC
California
$4.46K
PAM
849
Palisade Asset Management
Minnesota
$4.05K
ME
850
McIlrath & Eck
Washington
$4.05K