BN icon

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
AM
76
AGF Management
Ontario, Canada
$108M
SRAIM
77
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$107M
Raymond James Financial
78
Raymond James Financial
Florida
$105M
Ameriprise
79
Ameriprise
Minnesota
$101M
Capital Research Global Investors
80
Capital Research Global Investors
California
$99.7M
SFG
81
Sather Financial Group
Texas
$97.7M
JVBC
82
J.V. Bruni & Co
Colorado
$97.4M
AF
83
Aviso Financial
Ontario, Canada
$96.3M
MAMU
84
Marathon Asset Management (UK)
United Kingdom
$95.4M
Dimensional Fund Advisors
85
Dimensional Fund Advisors
Texas
$95.2M
Amundi
86
Amundi
France
$91.8M
ClearBridge Investments
87
ClearBridge Investments
New York
$89.5M
Bank of New York Mellon
88
Bank of New York Mellon
New York
$88.7M
RRAM
89
River Road Asset Management
Kentucky
$88.7M
MGP
90
M&G plc
United Kingdom
$79M
MAM
91
Madison Asset Management
Wisconsin
$76.9M
HKAM
92
Horizon Kinetics Asset Management
New York
$75.4M
HWA
93
Heritage Wealth Advisors
Virginia
$74.9M
Aviva
94
Aviva
United Kingdom
$74.8M
BAM
95
Burgundy Asset Management
Ontario, Canada
$73M
HIM
96
HughesLittle Investment Management
$71.9M
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$69.9M
PGH
98
Partners Group Holding
Switzerland
$66.4M
GLCM
99
Greenlea Lane Capital Management
Connecticut
$65.3M
Korea Investment Corp
100
Korea Investment Corp
South Korea
$65.1M