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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
VT
326
Vise Technologies
New York
$561K
BFA
327
Bragg Financial Advisors
North Carolina
$554K
Dimensional Fund Advisors
328
Dimensional Fund Advisors
Texas
$547K
AI
329
Atria Investments
North Carolina
$545K
SCM
330
Sterling Capital Management
North Carolina
$532K
TPM
331
Triasima Portfolio Management
Quebec, Canada
$528K
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$525K
EHC
333
Everett Harris & Co
California
$521K
NSEDCP
334
NJ State Employees Deferred Compensation Plan
New Jersey
$518K
SRL
335
Scientech Research LLC
New Jersey
$509K
SF
336
Summit Financial
New Jersey
$507K
AQR Capital Management
337
AQR Capital Management
Connecticut
$501K
CPCM
338
Cardinal Point Capital Management
Ontario, Canada
$495K
HWM
339
HB Wealth Management
Georgia
$486K
CIM
340
Cambria Investment Management
California
$482K
PS
341
Principal Securities
Iowa
$479K
RCM
342
Radnor Capital Management
Pennsylvania
$476K
GIA
343
Gateway Investment Advisers
Ohio
$465K
CA
344
Carson Advisory
Georgia
$458K
KJHP
345
K.J. Harrison & Partners
Ontario, Canada
$452K
WHC
346
Wulff, Hansen & Co
California
$446K
MA
347
Mutual Advisors
Nebraska
$440K
IWC
348
Integrated Wealth Concepts
Massachusetts
$431K
CI
349
Cigna Investments
Connecticut
$427K
XT
350
XTX Topco
Cayman Islands
$425K