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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
S
351
SignatureFD
Georgia
$421K
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$420K
AC
353
AXQ Capital
New Jersey
$417K
SNT
354
SIG North Trading
Pennsylvania
$411K
AV
355
ASR Vermogensbeheer
Netherlands
$411K
HI
356
Hendershot Investments
Virginia
$408K
CRC
357
Curi RMB Capital
Illinois
$407K
SDWMA
358
Schneider Downs Wealth Management Advisors
Pennsylvania
$407K
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$400K
Allianz Asset Management
360
Allianz Asset Management
Germany
$390K
HWA
361
Heritage Wealth Advisors
Virginia
$379K
PSP
362
Principal Street Partners
Tennessee
$377K
PCP
363
Proficio Capital Partners
Massachusetts
$367K
S
364
SimplyRich
California
$356K
DZ Bank
365
DZ Bank
Germany
$354K
Bessemer Group
366
Bessemer Group
New Jersey
$350K
SAM
367
Shell Asset Management
Netherlands
$350K
Jones Financial Companies
368
Jones Financial Companies
Missouri
$347K
KAS
369
Kestra Advisory Services
Texas
$346K
NFA
370
Northwest Financial Advisors
Virginia
$344K
KPWS
371
Kestra Private Wealth Services
Texas
$342K
UCFA
372
United Capital Financial Advisors
Texas
$342K
EWM
373
Evercore Wealth Management
New York
$339K
VWM
374
Venturi Wealth Management
Texas
$336K
NS
375
NBC Securities
Alabama
$336K