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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
RF
901
Rossby Financial
Florida
$3.26K
BGAI
902
Bruce G. Allen Investments
Colorado
$2.48K
ME
903
McIlrath & Eck
Washington
$2.48K
TWD
904
True Wealth Design
Ohio
$2.43K
PWAM
905
Private Wealth Asset Management
Iowa
$2.39K
PWMG
906
Private Wealth Management Group
New Jersey
$2.36K
BIA
907
Bell Investment Advisors
California
$2.11K
CFM
908
Cornerstone Financial Management
Massachusetts
$2.11K
ACA
909
American Capital Advisory
Idaho
$2.07K
C
910
Covestor
United Kingdom
$2K
APW
911
Aventura Private Wealth
Florida
$1.93K
NRG
912
Nemes Rush Group
Michigan
$1.61K
EW
913
Elyxium Wealth
California
$1.51K
DCM
914
Dorato Capital Management
Colorado
$1.42K
SHIM
915
Stone House Investment Management
Pennsylvania
$1.38K
MBFW
916
Morton Brown Family Wealth
Pennsylvania
$1.38K
MCM
917
MV Capital Management
Maryland
$1.15K
BHWM
918
Beaird Harris Wealth Management
Texas
$597
TCM
919
Triumph Capital Management
Colorado
$505
HNW
920
High Note Wealth
Minnesota
$321
FC
921
Financial Consulate
Maryland
$276
DPW
922
DiNuzzo Private Wealth
Pennsylvania
$210
CTB
923
Country Trust Bank
Illinois
$184
BWL
924
Bogart Wealth LLC
Virginia
$138
DB
925
Danske Bank
Denmark
$138