BN icon

Brookfield

867 hedge funds and large institutions have $68.1B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 281 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: 845867 (+22)

1% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 281

1.41% less ownership

Funds ownership: 92.37%90.96% (-1.4%)

Holders
867
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
BZWA
201
Blue Zone Wealth Advisors
California
$10.8M
AUB
202
Atlantic Union Bankshares
Virginia
$10.6M
VLKIM
203
Van Lanschot Kempen Investment Management
Netherlands
$10.5M
Ohio Public Employees Retirement System (OPERS)
204
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.5M
PCA
205
Providence Capital Advisors
North Carolina
$10.2M
HLCM
206
Hi-Line Capital Management
South Dakota
$10.1M
PI
207
Parkside Investments
Illinois
$9.75M
CII
208
Capital International Inc
California
$9.55M
CI
209
Capital International
California
$9.48M
TPCM
210
Templeton & Phillips Capital Management
Tennessee
$9.46M
AllianceBernstein
211
AllianceBernstein
Tennessee
$9.43M
William Blair & Company
212
William Blair & Company
Illinois
$9.13M
MG
213
Marex Group
$9.1M
GAM
214
Generali Asset Management
Italy
$8.87M
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$8.87M
GWM
216
Graybill Wealth Management
Illinois
$8.77M
IMCOOI
217
Investment Management Corp of Ontario (IMCO)
Canada
$8.57M
TYCC
218
Texas Yale Capital Corp
Florida
$8.52M
Truist Financial
219
Truist Financial
North Carolina
$8.41M
FFA
220
First Foundation Advisors
California
$8.15M
LKIM
221
Lawson Kroeker Investment Management
Nebraska
$8.12M
QCM
222
Quantinno Capital Management
New York
$8.1M
BSCCG
223
Blue Sky Capital Consultants Group
California
$7.95M
TC
224
Tacita Capital
Ontario, Canada
$7.88M
LI
225
Louisbourg Investments
New Brunswick, Canada
$7.87M