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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
EGM
901
Engineers Gate Manager
New York
BI
902
Ballast Inc
Kentucky
WFA
903
Wellspring Financial Advisors
Ohio
BIG
904
Brooklyn Investment Group
New York
TSMHT
905
Thurston Springer Miller Herd & Titak
Indiana
Group One Trading
906
Group One Trading
Illinois
BFP
907
Briaud Financial Planning
Texas
SO
908
Sierra Ocean
California
CCM
909
Carderock Capital Management
Maryland
CPA
910
Compass Planning Associates
Massachusetts
TPWA
911
Twin Peaks Wealth Advisors
California
NC
912
NewSquare Capital
Pennsylvania
HT
913
Headlands Technologies
Illinois
PAM
914
Parvin Asset Management
South Dakota
AGWCA
915
Annis Gardner Whiting Capital Advisors
Florida
GIA
916
GHP Investment Advisors
Colorado
BFPW
917
BOK Financial Private Wealth
Colorado
RI
918
Ridgewood Investments
New Jersey
WTFG
919
Wood Tarver Financial Group
Idaho
RWM
920
RMG Wealth Management
Wisconsin
BCMLT
921
Beacon Capital Management LLC (Tennessee)
Tennessee
RIL
922
Rothschild Investment LLC
Illinois
T
923
Transce3nd
Texas
HWM
924
HighMark Wealth Management
Minnesota