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Brookfield

859 hedge funds and large institutions have $68.1B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 280 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:

2% more funds holding

Funds holding: 842859 (+17)

0% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 280

1.42% less ownership

Funds ownership: 92.35%90.93% (-1.4%)

Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
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
SRAIM
76
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$107M
Raymond James Financial
77
Raymond James Financial
Florida
$105M
Ameriprise
78
Ameriprise
Minnesota
$101M
Capital Research Global Investors
79
Capital Research Global Investors
California
$99.7M
SFG
80
Sather Financial Group
Texas
$97.7M
JVBC
81
J.V. Bruni & Co
Colorado
$97.4M
AF
82
Aviso Financial
Ontario, Canada
$96.3M
MAMU
83
Marathon Asset Management (UK)
United Kingdom
$95.4M
Dimensional Fund Advisors
84
Dimensional Fund Advisors
Texas
$95.2M
Amundi
85
Amundi
France
$91.8M
ClearBridge Investments
86
ClearBridge Investments
New York
$89.5M
Bank of New York Mellon
87
Bank of New York Mellon
New York
$88.7M
RRAM
88
River Road Asset Management
Kentucky
$88.7M
MGP
89
M&G plc
United Kingdom
$79M
MAM
90
Madison Asset Management
Wisconsin
$76.9M
HKAM
91
Horizon Kinetics Asset Management
New York
$75.4M
HWA
92
Heritage Wealth Advisors
Virginia
$74.9M
Aviva
93
Aviva
United Kingdom
$74.8M
BAM
94
Burgundy Asset Management
Ontario, Canada
$73M
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$69.9M
PGH
96
Partners Group Holding
Switzerland
$66.4M
GLCM
97
Greenlea Lane Capital Management
Connecticut
$65.3M
Korea Investment Corp
98
Korea Investment Corp
South Korea
$65.1M
NSCM
99
New South Capital Management
Tennessee
$64.8M
BFS
100
Baskin Financial Services
Ontario, Canada
$62.3M