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Brookfield Asset Management

577 hedge funds and large institutions have $85.1B invested in Brookfield Asset Management in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 198 increasing their positions, 198 reducing their positions, and 62 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: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

4% less funds holding

Funds holding: 599577 (-22)

19% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 62

47% less call options, than puts

Call options by funds: $38.7M | Put options by funds: $72.5M

Holders
577
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
AWM
326
Avior Wealth Management
Nebraska
$582K
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$573K
LIM
328
Leavell Investment Management
Alabama
$563K
SWM
329
Salvus Wealth Management
New Jersey
$562K
JHCP
330
Jackson Hole Capital Partners
Oklahoma
$562K
VT
331
Vise Technologies
New York
$561K
BFA
332
Bragg Financial Advisors
North Carolina
$554K
Dimensional Fund Advisors
333
Dimensional Fund Advisors
Texas
$547K
AI
334
Atria Investments
North Carolina
$545K
SCM
335
Sterling Capital Management
North Carolina
$532K
TPM
336
Triasima Portfolio Management
Quebec, Canada
$528K
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$525K
EHC
338
Everett Harris & Co
California
$521K
NSEDCP
339
NJ State Employees Deferred Compensation Plan
New Jersey
$518K
SRL
340
Scientech Research LLC
New Jersey
$509K
SF
341
Summit Financial
New Jersey
$507K
AQR Capital Management
342
AQR Capital Management
Connecticut
$501K
CPCM
343
Cardinal Point Capital Management
Ontario, Canada
$495K
HWM
344
HB Wealth Management
Georgia
$486K
PS
345
Principal Securities
Iowa
$479K
RCM
346
Radnor Capital Management
Pennsylvania
$476K
GIA
347
Gateway Investment Advisers
Ohio
$465K
CA
348
Carson Advisory
Georgia
$458K
KJHP
349
K.J. Harrison & Partners
Ontario, Canada
$452K
WHC
350
Wulff, Hansen & Co
California
$446K