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Brookfield Asset Management

577 hedge funds and large institutions have $85.1B invested in Brookfield Asset Management in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 198 increasing their positions, 198 reducing their positions, and 62 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: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

4% less funds holding

Funds holding: 599577 (-22)

19% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 62

47% less call options, than puts

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

Holders
577
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
SI
226
Sprott Inc
Ontario, Canada
$1.69M
SWP
227
Strategic Wealth Partners
Ohio
$1.64M
VDBMI
228
Van Den Berg Management I
Texas
$1.6M
KSWA
229
Kathleen S. Wright Associates
Pennsylvania
$1.6M
William Blair & Company
230
William Blair & Company
Illinois
$1.55M
Capstone Investment Advisors
231
Capstone Investment Advisors
New York
$1.52M
TCCM
232
Timber Creek Capital Management
Massachusetts
$1.51M
Charles Schwab
233
Charles Schwab
California
$1.49M
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$1.47M
NB
235
NBT Bank
New York
$1.47M
HHGC
236
Hunting Hill Global Capital
New York
$1.47M
MGIA
237
Moneta Group Investment Advisors
Missouri
$1.45M
M&T Bank
238
M&T Bank
New York
$1.44M
California State Teachers Retirement System (CalSTRS)
239
California State Teachers Retirement System (CalSTRS)
California
$1.38M
KRS
240
Kentucky Retirement Systems
Kentucky
$1.37M
LC
241
Lincoln Capital
Nebraska
$1.33M
AA
242
Ancora Advisors
Ohio
$1.31M
BFC
243
Blue Fin Capital
Rhode Island
$1.31M
AIM
244
Aigen Investment Management
New York
$1.31M
MIG
245
Meketa Investment Group
Massachusetts
$1.28M
Ensign Peak Advisors
246
Ensign Peak Advisors
Utah
$1.27M
Prudential Financial
247
Prudential Financial
New Jersey
$1.27M
Marshall Wace
248
Marshall Wace
United Kingdom
$1.26M
DWM
249
Diversify Wealth Management
Utah
$1.25M
CRWM
250
Castle Rock Wealth Management
California
$1.25M