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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
UM
326
UniSuper Management
Australia
$594K
Barclays
327
Barclays
United Kingdom
$593K
AWM
328
Avior Wealth Management
Nebraska
$582K
KRSITF
329
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$573K
LIM
330
Leavell Investment Management
Alabama
$563K
SWM
331
Salvus Wealth Management
New Jersey
$562K
JHCP
332
Jackson Hole Capital Partners
Oklahoma
$562K
VT
333
Vise Technologies
New York
$561K
BFA
334
Bragg Financial Advisors
North Carolina
$554K
Dimensional Fund Advisors
335
Dimensional Fund Advisors
Texas
$547K
AI
336
Atria Investments
North Carolina
$545K
SCM
337
Sterling Capital Management
North Carolina
$532K
TPM
338
Triasima Portfolio Management
Quebec, Canada
$528K
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$525K
EHC
340
Everett Harris & Co
California
$521K
NSEDCP
341
NJ State Employees Deferred Compensation Plan
New Jersey
$518K
SRL
342
Scientech Research LLC
New Jersey
$509K
SF
343
Summit Financial
New Jersey
$507K
AQR Capital Management
344
AQR Capital Management
Connecticut
$501K
CPCM
345
Cardinal Point Capital Management
Ontario, Canada
$495K
HWM
346
HB Wealth Management
Georgia
$486K
PS
347
Principal Securities
Iowa
$479K
RCM
348
Radnor Capital Management
Pennsylvania
$476K
GIA
349
Gateway Investment Advisers
Ohio
$465K
CA
350
Carson Advisory
Georgia
$458K