BAM icon

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
STA
276
Summit Trail Advisors
New York
$929K
AFG
277
Atomi Financial Group
New York
$926K
GWM
278
Geneos Wealth Management
Colorado
$916K
CGH
279
Crossmark Global Holdings
Texas
$907K
CGPCS
280
Capital Group Private Client Services
California
$900K
Royal London Asset Management
281
Royal London Asset Management
United Kingdom
$899K
GAM
282
Gotham Asset Management
New York
$899K
GF
283
Gabelli Funds
New York
$895K
VF
284
Virtu Financial
New York
$894K
MCC
285
Malaga Cove Capital
California
$889K
AF
286
Aviso Financial
Ontario, Canada
$888K
TRCT
287
Tower Research Capital (TRC)
New York
$865K
RFA
288
Resurgent Financial Advisors
Georgia
$859K
LCM
289
Laurion Capital Management
New York
$854K
MWM
290
Maridea Wealth Management
New York
$816K
CC
291
Chicago Capital
Illinois
$813K
CAWM
292
Capital Advisors Wealth Management
Washington
$808K
IMCOOI
293
Investment Management Corp of Ontario (IMCO)
Canada
$801K
JSC
294
Jackson Square Capital
California
$794K
MGP
295
Metis Global Partners
California
$785K
AG
296
Ascent Group
Virginia
$776K
CANC
297
Culbertson A N & Co
Virginia
$767K
Truist Financial
298
Truist Financial
North Carolina
$754K
ClearBridge Investments
299
ClearBridge Investments
New York
$741K
BIM
300
Bridges Investment Management
Nebraska
$740K