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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
NSCM
101
New South Capital Management
Tennessee
$64.8M
BFS
102
Baskin Financial Services
Ontario, Canada
$62.3M
Lazard Asset Management
103
Lazard Asset Management
New York
$59.4M
CAI
104
Capital Advisors Inc
Oklahoma
$57.7M
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$56.7M
BRIM
106
Broad Run Investment Management
Virginia
$55.6M
SFA
107
Sequoia Financial Advisors
Ohio
$54.9M
Select Equity Group
108
Select Equity Group
New York
$54.3M
Royal London Asset Management
109
Royal London Asset Management
United Kingdom
$54.2M
SCTC
110
Sanibel Captiva Trust Company
Florida
$54.1M
BlackRock
111
BlackRock
New York
$49.5M
MSE
112
MUFG Securities EMEA
United Kingdom
$48M
TI
113
Tidal Investments
Wisconsin
$47.5M
Citigroup
114
Citigroup
New York
$45.8M
EBSAM
115
Eubel Brady & Suttman Asset Management
Ohio
$44.6M
Franklin Resources
116
Franklin Resources
California
$44.6M
Pictet Asset Management
117
Pictet Asset Management
Switzerland
$44M
Russell Investments Group
118
Russell Investments Group
United Kingdom
$43.7M
ESBC
119
E.S. Barr & Co
Kentucky
$42.4M
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$40.6M
BMO
121
Beck Mack & Oliver
New York
$38.5M
EIG
122
EdgePoint Investment Group
Ontario, Canada
$37.1M
MP
123
Maestria Partners
Georgia
$36.8M
LM
124
Lincluden Management
Ontario, Canada
$36.1M
Creative Planning
125
Creative Planning
Kansas
$35.9M