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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
DWM
251
Diversify Wealth Management
Utah
$1.25M
CRWM
252
Castle Rock Wealth Management
California
$1.25M
WC
253
Westerkirk Capital
$1.23M
AIM
254
AXA Investment Managers
France
$1.21M
CCS
255
Concentric Capital Strategies
Connecticut
$1.2M
GT
256
Glenview Trust
Kentucky
$1.14M
MML Investors Services
257
MML Investors Services
Massachusetts
$1.14M
US Bancorp
258
US Bancorp
Minnesota
$1.13M
Baird Financial Group
259
Baird Financial Group
Wisconsin
$1.09M
PAS
260
Park Avenue Securities
New York
$1.09M
JG
261
Jain Global
New York
$1.09M
WJWM
262
Williams Jones Wealth Management
New York
$1.08M
AWM
263
Apollon Wealth Management
South Carolina
$1.07M
VOYA Investment Management
264
VOYA Investment Management
Georgia
$1.06M
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$1.06M
CCM
266
Copeland Capital Management
Pennsylvania
$1.04M
AA
267
ALPS Advisors
Colorado
$1.01M
QCG
268
Quadrant Capital Group
Ohio
$1M
WW
269
Waterfront Wealth
Kansas
$1M
Capital Fund Management (CFM)
270
Capital Fund Management (CFM)
France
$985K
AAM
271
Advisors Asset Management
Colorado
$975K
CWM
272
Chemistry Wealth Management
New York
$974K
FIA
273
Foundations Investment Advisors
Arizona
$965K
GCP
274
GSA Capital Partners
United Kingdom
$939K
P
275
&Partners
Tennessee
$930K