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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
BONST
376
Bank of Nova Scotia Trust
Ontario, Canada
$333K
BAM
377
Berkshire Asset Management
Pennsylvania
$332K
MIM
378
Moseley Investment Management
Florida
$331K
CSIC
379
Clifford Swan Investment Counsel
California
$327K
Credit Agricole
380
Credit Agricole
France
$327K
GCM
381
GoodHaven Capital Management
New Jersey
$323K
MOS
382
MGO One Seven
Ohio
$323K
MC
383
Moors & Cabot
Massachusetts
$323K
SC
384
Searle & Co
Connecticut
$322K
MAM
385
Morse Asset Management
Connecticut
$322K
YMRC
386
Yorktown Management & Research Company
Virginia
$321K
HWM
387
Hemington Wealth Management
Virginia
$317K
HF
388
HRT Financial
New York
$314K
IC
389
IEQ Capital
California
$314K
WSFS
390
Wilmington Savings Fund Society
Delaware
$312K
LWCFA
391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$303K
KeyBank National Association
393
KeyBank National Association
Ohio
$302K
RWM
394
Ritholtz Wealth Management
New York
$295K
RRA
395
Round Rock Advisors
Connecticut
$293K
SAM
396
Silvercrest Asset Management
New York
$293K
PCM
397
Parsons Capital Management
Rhode Island
$292K
ECM
398
Evergreen Capital Management
Washington
$289K
ATC
399
Argent Trust Co
Tennessee
$286K
AAP
400
Arax Advisory Partners
Colorado
$285K