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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
CA
126
Callahan Advisors
Texas
$32.7M
NEI
127
Northwest & Ethical Investments
Ontario, Canada
$32.1M
KFC
128
Klingenstein Fields & Co
New York
$31M
SSWM
129
Smith Salley Wealth Management
North Carolina
$30.1M
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$30.1M
JHA
131
Jackson Hill Advisors
Texas
$29.8M
HSBC Holdings
132
HSBC Holdings
United Kingdom
$29.8M
OWP
133
Obermeyer Wealth Partners
Colorado
$29.7M
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$29.1M
AFIA
135
America First Investment Advisors
Nebraska
$28.6M
BONST
136
Bank of Nova Scotia Trust
Ontario, Canada
$28.1M
Voloridge Investment Management
137
Voloridge Investment Management
Florida
$27.5M
BA
138
Bridgewater Associates
Connecticut
$26.4M
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$26.2M
TAM
140
Third Avenue Management
New York
$25.7M
FMI
141
Factory Mutual Insurance
Massachusetts
$25.6M
ZIG
142
Zurich Insurance Group
Switzerland
$25.5M
Natixis Advisors
143
Natixis Advisors
Massachusetts
$23.1M
CCA
144
Cobblestone Capital Advisors
New York
$22.8M
LOM
145
LTS One Management
New York
$22.3M
ERP
146
Eldred Rock Partners
Texas
$21.7M
SIC
147
Schwartz Investment Counsel
Michigan
$21.6M
QI
148
QV Investors
Alberta, Canada
$20.9M
LF
149
Lansforsakringar Fondforvaltning
Sweden
$20.7M
MMA
150
Mizuho Markets Americas
New York
$20.6M