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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
Lazard Asset Management
101
Lazard Asset Management
New York
$59.4M
CAI
102
Capital Advisors Inc
Oklahoma
$57.7M
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$56.7M
BRIM
104
Broad Run Investment Management
Virginia
$55.6M
SFA
105
Sequoia Financial Advisors
Ohio
$54.9M
Select Equity Group
106
Select Equity Group
New York
$54.3M
Royal London Asset Management
107
Royal London Asset Management
United Kingdom
$54.2M
SCTC
108
Sanibel Captiva Trust Company
Florida
$54.1M
BlackRock
109
BlackRock
New York
$49.5M
MSE
110
MUFG Securities EMEA
United Kingdom
$48M
TI
111
Tidal Investments
Wisconsin
$47.5M
Citigroup
112
Citigroup
New York
$45.8M
EBSAM
113
Eubel Brady & Suttman Asset Management
Ohio
$44.6M
Franklin Resources
114
Franklin Resources
California
$44.6M
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$44M
Russell Investments Group
116
Russell Investments Group
United Kingdom
$43.7M
ESBC
117
E.S. Barr & Co
Kentucky
$42.4M
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$40.6M
BMO
119
Beck Mack & Oliver
New York
$38.5M
EIG
120
EdgePoint Investment Group
Ontario, Canada
$37.1M
MP
121
Maestria Partners
Georgia
$36.8M
LM
122
Lincluden Management
Ontario, Canada
$36.1M
Creative Planning
123
Creative Planning
Kansas
$35.9M
PMG
124
Private Management Group
California
$35.2M
HIM
125
Hillsdale Investment Management
Ontario, Canada
$34.4M