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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
UCFA
376
United Capital Financial Advisors
Texas
$342K
EWM
377
Evercore Wealth Management
New York
$339K
VWM
378
Venturi Wealth Management
Texas
$336K
NS
379
NBC Securities
Alabama
$336K
BONST
380
Bank of Nova Scotia Trust
Ontario, Canada
$333K
BAM
381
Berkshire Asset Management
Pennsylvania
$332K
MIM
382
Moseley Investment Management
Florida
$331K
CSIC
383
Clifford Swan Investment Counsel
California
$327K
Credit Agricole
384
Credit Agricole
France
$327K
GCM
385
GoodHaven Capital Management
New Jersey
$323K
MOS
386
MGO One Seven
Ohio
$323K
MC
387
Moors & Cabot
Massachusetts
$323K
SC
388
Searle & Co
Connecticut
$322K
MAM
389
Morse Asset Management
Connecticut
$322K
YMRC
390
Yorktown Management & Research Company
Virginia
$321K
HWM
391
Hemington Wealth Management
Virginia
$317K
HF
392
HRT Financial
New York
$314K
IC
393
IEQ Capital
California
$314K
WSFS
394
Wilmington Savings Fund Society
Delaware
$312K
LWCFA
395
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$303K
KeyBank National Association
397
KeyBank National Association
Ohio
$302K
RWM
398
Ritholtz Wealth Management
New York
$295K
RRA
399
Round Rock Advisors
Connecticut
$293K
SAM
400
Silvercrest Asset Management
New York
$293K