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Brookfield Asset Management

581 hedge funds and large institutions have $85.2B invested in Brookfield Asset Management in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 198 increasing their positions, 200 reducing their positions, and 63 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:

3% less funds holding

Funds holding: 601581 (-20)

19% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 63

47% less call options, than puts

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

Holders
581
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
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$1.74M
AUB
227
Atlantic Union Bankshares
Virginia
$1.72M
SI
228
Sprott Inc
Ontario, Canada
$1.69M
SWP
229
Strategic Wealth Partners
Ohio
$1.64M
VDBMI
230
Van Den Berg Management I
Texas
$1.6M
KSWA
231
Kathleen S. Wright Associates
Pennsylvania
$1.6M
William Blair & Company
232
William Blair & Company
Illinois
$1.55M
Capstone Investment Advisors
233
Capstone Investment Advisors
New York
$1.52M
TCCM
234
Timber Creek Capital Management
Massachusetts
$1.51M
Charles Schwab
235
Charles Schwab
California
$1.49M
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$1.47M
NB
237
NBT Bank
New York
$1.47M
HHGC
238
Hunting Hill Global Capital
New York
$1.47M
MGIA
239
Moneta Group Investment Advisors
Missouri
$1.45M
M&T Bank
240
M&T Bank
New York
$1.44M
California State Teachers Retirement System (CalSTRS)
241
California State Teachers Retirement System (CalSTRS)
California
$1.38M
KRS
242
Kentucky Retirement Systems
Kentucky
$1.37M
LC
243
Lincoln Capital
Nebraska
$1.33M
AA
244
Ancora Advisors
Ohio
$1.31M
BFC
245
Blue Fin Capital
Rhode Island
$1.31M
AIM
246
Aigen Investment Management
New York
$1.31M
MIG
247
Meketa Investment Group
Massachusetts
$1.28M
Ensign Peak Advisors
248
Ensign Peak Advisors
Utah
$1.27M
Prudential Financial
249
Prudential Financial
New Jersey
$1.27M
Marshall Wace
250
Marshall Wace
United Kingdom
$1.26M