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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
MML Investors Services
251
MML Investors Services
Massachusetts
$1.14M
US Bancorp
252
US Bancorp
Minnesota
$1.13M
Baird Financial Group
253
Baird Financial Group
Wisconsin
$1.09M
PAS
254
Park Avenue Securities
New York
$1.09M
JG
255
Jain Global
New York
$1.09M
WJWM
256
Williams Jones Wealth Management
New York
$1.08M
AWM
257
Apollon Wealth Management
South Carolina
$1.07M
VOYA Investment Management
258
VOYA Investment Management
Georgia
$1.06M
MSRPS
259
Maryland State Retirement & Pension System
Maryland
$1.06M
CCM
260
Copeland Capital Management
Pennsylvania
$1.04M
AA
261
ALPS Advisors
Colorado
$1.01M
QCG
262
Quadrant Capital Group
Ohio
$1M
WW
263
Waterfront Wealth
Kansas
$1M
Capital Fund Management (CFM)
264
Capital Fund Management (CFM)
France
$985K
AAM
265
Advisors Asset Management
Colorado
$975K
CWM
266
Chemistry Wealth Management
New York
$974K
FIA
267
Foundations Investment Advisors
Arizona
$965K
GCP
268
GSA Capital Partners
United Kingdom
$939K
P
269
&Partners
Tennessee
$930K
STA
270
Summit Trail Advisors
New York
$929K
AFG
271
Atomi Financial Group
New York
$926K
GWM
272
Geneos Wealth Management
Colorado
$916K
CGH
273
Crossmark Global Holdings
Texas
$907K
CGPCS
274
Capital Group Private Client Services
California
$900K
Royal London Asset Management
275
Royal London Asset Management
United Kingdom
$899K