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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
NFA
376
Northwest Financial Advisors
Virginia
$344K
KPWS
377
Kestra Private Wealth Services
Texas
$342K
UCFA
378
United Capital Financial Advisors
Texas
$342K
EWM
379
Evercore Wealth Management
New York
$339K
VWM
380
Venturi Wealth Management
Texas
$336K
NS
381
NBC Securities
Alabama
$336K
BONST
382
Bank of Nova Scotia Trust
Ontario, Canada
$333K
BAM
383
Berkshire Asset Management
Pennsylvania
$332K
MIM
384
Moseley Investment Management
Florida
$331K
CSIC
385
Clifford Swan Investment Counsel
California
$327K
Credit Agricole
386
Credit Agricole
France
$327K
GCM
387
GoodHaven Capital Management
New Jersey
$323K
MOS
388
MGO One Seven
Ohio
$323K
MC
389
Moors & Cabot
Massachusetts
$323K
SC
390
Searle & Co
Connecticut
$322K
MAM
391
Morse Asset Management
Connecticut
$322K
YMRC
392
Yorktown Management & Research Company
Virginia
$321K
HWM
393
Hemington Wealth Management
Virginia
$317K
HF
394
HRT Financial
New York
$314K
IC
395
IEQ Capital
California
$314K
WSFS
396
Wilmington Savings Fund Society
Delaware
$312K
LWCFA
397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$303K
KeyBank National Association
399
KeyBank National Association
Ohio
$302K
RWM
400
Ritholtz Wealth Management
New York
$295K