BN icon

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
CFD
851
Creative Financial Designs
Indiana
$3.91K
SJIM
852
St. Johns Investment Management
Florida
$3.77K
MSFP
853
Mark Sheptoff Financial Planning
Connecticut
$3.29K
RF
854
Rossby Financial
Florida
$2.51K
TWD
855
True Wealth Design
Ohio
$2.47K
PWAM
856
Private Wealth Asset Management
Iowa
$2.4K
PWMG
857
Private Wealth Management Group
New Jersey
$2.35K
TC
858
Trust Company
Kansas
$2.26K
BIA
859
Bell Investment Advisors
California
$2.13K
C
860
Covestor
United Kingdom
$2K
APW
861
Aventura Private Wealth
Florida
$1.92K
ACA
862
American Capital Advisory
Idaho
$1.37K
SN
863
Sittner & Nelson
Oregon
$1.24K
RF
864
Robbins Farley
New Hampshire
$961
NMG
865
New Millennium Group
Utah
$892
BHWM
866
Beaird Harris Wealth Management
Texas
$618
FFA
867
Frazier Financial Advisors
Ohio
$481
HNW
868
High Note Wealth
Minnesota
$343
SHIM
869
Stone House Investment Management
Pennsylvania
$343
DPW
870
DiNuzzo Private Wealth
Pennsylvania
$241
CTB
871
Country Trust Bank
Illinois
$206
BWL
872
Bogart Wealth LLC
Virginia
$137
CIAM
873
Caitong International Asset Management
Hong Kong
$69
Norges Bank
874
Norges Bank
Norway
UBS AM
875
UBS AM
Illinois