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Brookfield

925 hedge funds and large institutions have $70.7B invested in Brookfield in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 252 increasing their positions, 463 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $68.4B → $70.7B (+$2.33B)

29.23% less ownership

Funds ownership: 91.28%62.05% (-29%)

46% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 463

Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$165M
Puts
$142M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
851
MTM Investment Management
South Carolina
$19K
CI
852
Clal Insurance
Israel
$19K
GWSG
853
GPS Wealth Strategies Group
Colorado
$18.9K
SS
854
Sunbelt Securities
Texas
$18.9K
AGWCA
855
Annis Gardner Whiting Capital Advisors
Florida
$18.6K
FMP
856
Financial Management Professionals
Texas
$17.9K
FNWA
857
Financial Network Wealth Advisors
Utah
$17.4K
WFA
858
West Financial Advisors
Iowa
$17.2K
T
859
TOBAM
France
$17K
SA
860
Scarborough Advisors
Maryland
$16.2K
JGIA
861
Jackson Grant Investment Advisers
Connecticut
$16K
HIA
862
Harbor Investment Advisory
Maryland
$16K
GWP
863
Gen-Wealth Partners
Michigan
$14.9K
JWA
864
JFS Wealth Advisors
Pennsylvania
$14.6K
EWM
865
Evermay Wealth Management
Virginia
$14.3K
GBT
866
Grove Bank & Trust
Florida
$14K
CPG
867
Cornerstone Planning Group
New Jersey
$13.8K
TCM
868
Tradewinds Capital Management
Washington
$13.8K
CMA
869
Cedar Mountain Advisors
Oregon
$13.6K
VWA
870
VSM Wealth Advisory
Maryland
$13.2K
CT
871
Caldwell Trust
Florida
$13.2K
B
872
Birchbrook
Maine
$13.1K
FUBT
873
First United Bank & Trust
Maryland
$12.4K
HFS
874
Hughes Financial Services
Virginia
$12.2K
WSC
875
Wellington Shields & Co
New York
$12.1K