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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
AUB
201
Atlantic Union Bankshares
Virginia
$10.6M
VLKIM
202
Van Lanschot Kempen Investment Management
Netherlands
$10.5M
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.5M
PCA
204
Providence Capital Advisors
North Carolina
$10.2M
HLCM
205
Hi-Line Capital Management
South Dakota
$10.1M
PI
206
Parkside Investments
Illinois
$9.75M
CII
207
Capital International Inc
California
$9.55M
CI
208
Capital International
California
$9.48M
TPCM
209
Templeton & Phillips Capital Management
Tennessee
$9.46M
AllianceBernstein
210
AllianceBernstein
Tennessee
$9.43M
William Blair & Company
211
William Blair & Company
Illinois
$9.13M
MG
212
Marex Group
$9.1M
GAM
213
Generali Asset Management
Italy
$8.87M
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$8.87M
GWM
215
Graybill Wealth Management
Illinois
$8.77M
IMCOOI
216
Investment Management Corp of Ontario (IMCO)
Canada
$8.57M
TYCC
217
Texas Yale Capital Corp
Florida
$8.52M
Truist Financial
218
Truist Financial
North Carolina
$8.41M
FFA
219
First Foundation Advisors
California
$8.15M
LKIM
220
Lawson Kroeker Investment Management
Nebraska
$8.12M
QCM
221
Quantinno Capital Management
New York
$8.1M
BSCCG
222
Blue Sky Capital Consultants Group
California
$7.95M
TC
223
Tacita Capital
Ontario, Canada
$7.88M
LI
224
Louisbourg Investments
New Brunswick, Canada
$7.87M
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$7.71M