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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
MA
351
Mutual Advisors
Nebraska
$440K
IWC
352
Integrated Wealth Concepts
Massachusetts
$431K
CI
353
Cigna Investments
Connecticut
$427K
XT
354
XTX Topco
Cayman Islands
$425K
S
355
SignatureFD
Georgia
$421K
Cambridge Investment Research Advisors
356
Cambridge Investment Research Advisors
Iowa
$420K
AC
357
AXQ Capital
New Jersey
$417K
SNT
358
SIG North Trading
Pennsylvania
$411K
AV
359
ASR Vermogensbeheer
Netherlands
$411K
HI
360
Hendershot Investments
Virginia
$408K
CRC
361
Curi RMB Capital
Illinois
$407K
SDWMA
362
Schneider Downs Wealth Management Advisors
Pennsylvania
$407K
Mercer Global Advisors
363
Mercer Global Advisors
Colorado
$400K
Allianz Asset Management
364
Allianz Asset Management
Germany
$390K
HWA
365
Heritage Wealth Advisors
Virginia
$379K
PSP
366
Principal Street Partners
Tennessee
$377K
PCP
367
Proficio Capital Partners
Massachusetts
$367K
S
368
SimplyRich
California
$356K
DZ Bank
369
DZ Bank
Germany
$354K
Bessemer Group
370
Bessemer Group
New Jersey
$350K
SAM
371
Shell Asset Management
Netherlands
$350K
Jones Financial Companies
372
Jones Financial Companies
Missouri
$347K
KAS
373
Kestra Advisory Services
Texas
$346K
NFA
374
Northwest Financial Advisors
Virginia
$344K
KPWS
375
Kestra Private Wealth Services
Texas
$342K