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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
FIM
826
FWL Investment Management
Texas
$11.3K
DF
827
Dunhill Financial
United Kingdom
$11K
CPG
828
Cornerstone Planning Group
New Jersey
$10.9K
PW
829
Pandora Wealth
Illinois
$10.7K
EB
830
Eastern Bank
Massachusetts
$10.4K
OPTFSNA
831
Old Point Trust & Financial Services N A
Virginia
$10.3K
QL
832
Quarry LP
New York
$8.85K
BAM
833
Bellevue Asset Management
Washington
$8.78K
SA
834
SRH Advisors
Kansas
$8.71K
CWP
835
Concord Wealth Partners
Virginia
$8.16K
FPB
836
First PREMIER Bank
South Dakota
$8K
MG
837
Mather Group
Illinois
$7.96K
ZBNA
838
Zions Bancorporation, National Association
Utah
$7.34K
JWM
839
JPL Wealth Management
Colorado
$7.07K
PCM
840
Penserra Capital Management
California
$6K
MTIC
841
Missouri Trust & Investment Company
Missouri
$5.14K
ADL
842
Asset Dedication LLC
California
$4.46K
PAM
843
Palisade Asset Management
Minnesota
$4.05K
ME
844
McIlrath & Eck
Washington
$4.05K
CFD
845
Creative Financial Designs
Indiana
$3.91K
SJIM
846
St. Johns Investment Management
Florida
$3.77K
MSFP
847
Mark Sheptoff Financial Planning
Connecticut
$3.29K
RF
848
Rossby Financial
Florida
$2.51K
TWD
849
True Wealth Design
Ohio
$2.47K
PWAM
850
Private Wealth Asset Management
Iowa
$2.4K