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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
VWA
826
VSM Wealth Advisory
Maryland
$13.2K
FUBT
827
First United Bank & Trust
Maryland
$12.3K
HFS
828
Hughes Financial Services
Virginia
$12.2K
BFS
829
Bare Financial Services
Pennsylvania
$12.1K
NSIM
830
North Star Investment Management
Illinois
$11.5K
FIM
831
FWL Investment Management
Texas
$11.3K
DF
832
Dunhill Financial
United Kingdom
$11K
CPG
833
Cornerstone Planning Group
New Jersey
$10.9K
PW
834
Pandora Wealth
Illinois
$10.7K
EB
835
Eastern Bank
Massachusetts
$10.4K
OPTFSNA
836
Old Point Trust & Financial Services N A
Virginia
$10.3K
QL
837
Quarry LP
New York
$8.85K
BAM
838
Bellevue Asset Management
Washington
$8.78K
SA
839
SRH Advisors
Kansas
$8.71K
CWP
840
Concord Wealth Partners
Virginia
$8.16K
FPB
841
First PREMIER Bank
South Dakota
$8K
MG
842
Mather Group
Illinois
$7.96K
ZBNA
843
Zions Bancorporation, National Association
Utah
$7.34K
JWM
844
JPL Wealth Management
Colorado
$7.07K
PCM
845
Penserra Capital Management
California
$6K
MTIC
846
Missouri Trust & Investment Company
Missouri
$5.14K
ADL
847
Asset Dedication LLC
California
$4.46K
PAM
848
Palisade Asset Management
Minnesota
$4.05K
ME
849
McIlrath & Eck
Washington
$4.05K
CFD
850
Creative Financial Designs
Indiana
$3.91K