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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
SJIM
851
St. Johns Investment Management
Florida
$3.77K
MSFP
852
Mark Sheptoff Financial Planning
Connecticut
$3.29K
RF
853
Rossby Financial
Florida
$2.51K
TWD
854
True Wealth Design
Ohio
$2.47K
PWAM
855
Private Wealth Asset Management
Iowa
$2.4K
PWMG
856
Private Wealth Management Group
New Jersey
$2.35K
TC
857
Trust Company
Kansas
$2.26K
BIA
858
Bell Investment Advisors
California
$2.13K
C
859
Covestor
United Kingdom
$2K
APW
860
Aventura Private Wealth
Florida
$1.92K
ACA
861
American Capital Advisory
Idaho
$1.37K
SN
862
Sittner & Nelson
Oregon
$1.24K
RF
863
Robbins Farley
New Hampshire
$961
NMG
864
New Millennium Group
Utah
$892
BHWM
865
Beaird Harris Wealth Management
Texas
$618
FFA
866
Frazier Financial Advisors
Ohio
$481
HNW
867
High Note Wealth
Minnesota
$343
SHIM
868
Stone House Investment Management
Pennsylvania
$343
DPW
869
DiNuzzo Private Wealth
Pennsylvania
$241
CTB
870
Country Trust Bank
Illinois
$206
BWL
871
Bogart Wealth LLC
Virginia
$137
CIAM
872
Caitong International Asset Management
Hong Kong
$69
Norges Bank
873
Norges Bank
Norway
UBS AM
874
UBS AM
Illinois
LCP
875
LGT Capital Partners
Switzerland