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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
EIM
201
Ervin Investment Management
Washington
$10.8M
MCM
202
Moerus Capital Management
New York
$10.8M
BZWA
203
Blue Zone Wealth Advisors
California
$10.8M
AUB
204
Atlantic Union Bankshares
Virginia
$10.6M
VLKIM
205
Van Lanschot Kempen Investment Management
Netherlands
$10.5M
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.5M
PCA
207
Providence Capital Advisors
North Carolina
$10.2M
HLCM
208
Hi-Line Capital Management
South Dakota
$10.1M
PI
209
Parkside Investments
Illinois
$9.75M
CII
210
Capital International Inc
California
$9.55M
CI
211
Capital International
California
$9.48M
TPCM
212
Templeton & Phillips Capital Management
Tennessee
$9.46M
AllianceBernstein
213
AllianceBernstein
Tennessee
$9.43M
William Blair & Company
214
William Blair & Company
Illinois
$9.13M
MG
215
Marex Group
$9.1M
GAM
216
Generali Asset Management
Italy
$8.87M
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$8.87M
GWM
218
Graybill Wealth Management
Illinois
$8.77M
IMCOOI
219
Investment Management Corp of Ontario (IMCO)
Canada
$8.57M
TYCC
220
Texas Yale Capital Corp
Florida
$8.52M
Truist Financial
221
Truist Financial
North Carolina
$8.41M
FFA
222
First Foundation Advisors
California
$8.15M
LKIM
223
Lawson Kroeker Investment Management
Nebraska
$8.12M
QCM
224
Quantinno Capital Management
New York
$8.1M
BSCCG
225
Blue Sky Capital Consultants Group
California
$7.95M