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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
KJHP
351
K.J. Harrison & Partners
Ontario, Canada
$452K
WHC
352
Wulff, Hansen & Co
California
$446K
MA
353
Mutual Advisors
Nebraska
$440K
IWC
354
Integrated Wealth Concepts
Massachusetts
$431K
CI
355
Cigna Investments
Connecticut
$427K
XT
356
XTX Topco
Cayman Islands
$425K
S
357
SignatureFD
Georgia
$421K
Cambridge Investment Research Advisors
358
Cambridge Investment Research Advisors
Iowa
$420K
AC
359
AXQ Capital
New Jersey
$417K
SNT
360
SIG North Trading
Pennsylvania
$411K
AV
361
ASR Vermogensbeheer
Netherlands
$411K
HI
362
Hendershot Investments
Virginia
$408K
CRC
363
Curi RMB Capital
Illinois
$407K
SDWMA
364
Schneider Downs Wealth Management Advisors
Pennsylvania
$407K
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$400K
Allianz Asset Management
366
Allianz Asset Management
Germany
$390K
HWA
367
Heritage Wealth Advisors
Virginia
$379K
PSP
368
Principal Street Partners
Tennessee
$377K
PCP
369
Proficio Capital Partners
Massachusetts
$367K
S
370
SimplyRich
California
$356K
DZ Bank
371
DZ Bank
Germany
$354K
Bessemer Group
372
Bessemer Group
New Jersey
$350K
SAM
373
Shell Asset Management
Netherlands
$350K
Jones Financial Companies
374
Jones Financial Companies
Missouri
$347K
KAS
375
Kestra Advisory Services
Texas
$346K