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Brookfield Asset Management

569 hedge funds and large institutions have $85.1B invested in Brookfield Asset Management in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 197 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 596569 (-27)

20% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 61

47% less call options, than puts

Call options by funds: $38.7M | Put options by funds: $72.5M

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$38.7M
Puts
$72.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
$1.55M
Capstone Investment Advisors
227
Capstone Investment Advisors
New York
$1.52M
TCCM
228
Timber Creek Capital Management
Massachusetts
$1.51M
Charles Schwab
229
Charles Schwab
California
$1.49M
Pathstone Holdings
230
Pathstone Holdings
New Jersey
$1.47M
NB
231
NBT Bank
New York
$1.47M
HHGC
232
Hunting Hill Global Capital
New York
$1.47M
MGIA
233
Moneta Group Investment Advisors
Missouri
$1.45M
M&T Bank
234
M&T Bank
New York
$1.44M
California State Teachers Retirement System (CalSTRS)
235
California State Teachers Retirement System (CalSTRS)
California
$1.38M
KRS
236
Kentucky Retirement Systems
Kentucky
$1.37M
LC
237
Lincoln Capital
Nebraska
$1.33M
AA
238
Ancora Advisors
Ohio
$1.31M
BFC
239
Blue Fin Capital
Rhode Island
$1.31M
AIM
240
Aigen Investment Management
New York
$1.31M
MIG
241
Meketa Investment Group
Massachusetts
$1.28M
Ensign Peak Advisors
242
Ensign Peak Advisors
Utah
$1.27M
Prudential Financial
243
Prudential Financial
New Jersey
$1.27M
Marshall Wace
244
Marshall Wace
United Kingdom
$1.26M
DWM
245
Diversify Wealth Management
Utah
$1.25M
CRWM
246
Castle Rock Wealth Management
California
$1.25M
WC
247
Westerkirk Capital
$1.23M
AIM
248
AXA Investment Managers
France
$1.21M
CCS
249
Concentric Capital Strategies
Connecticut
$1.2M
GT
250
Glenview Trust
Kentucky
$1.14M