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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
BFS
876
Bare Financial Services
Pennsylvania
$12.1K
NSIM
877
North Star Investment Management
Illinois
$11.5K
RFP
878
Root Financial Partners
California
$11.4K
DF
879
Dunhill Financial
United Kingdom
$11K
CH
880
CDKV Holdings
Colorado
$10.3K
SA
881
SRH Advisors
Kansas
$10.3K
CWP
882
Concord Wealth Partners
Virginia
$8.17K
FPB
883
First PREMIER Bank
South Dakota
$8K
HWP
884
Highline Wealth Partners
California
$7.43K
BAM
885
Bellevue Asset Management
Washington
$7.34K
ZBNA
886
Zions Bancorporation, National Association
Utah
$7.34K
IW
887
Imprint Wealth
South Carolina
$6.93K
TSMHT
888
Thurston Springer Miller Herd & Titak
Indiana
$6.79K
PCM
889
Penserra Capital Management
California
$6K
UFPG
890
United Financial Planning Group
New York
$5.83K
MO
891
McMillan Office
Michigan
$5.46K
MTIC
892
Missouri Trust & Investment Company
Missouri
$5.14K
NFSG
893
Newbridge Financial Services Group
Florida
$4.82K
ADL
894
Asset Dedication LLC
California
$4.45K
AWA
895
Acumen Wealth Advisors
Tennessee
$4.45K
CFD
896
Creative Financial Designs
Indiana
$4.18K
SC
897
SouthState Corp
Florida
$4.04K
DI
898
DAGCO Inc
Ohio
$3.76K
SFS
899
Sunrise Financial Services
Washington
$3.44K
MSFP
900
Mark Sheptoff Financial Planning
Connecticut
$3.31K