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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
RF
401
Rossby Financial
Florida
$284K
HIMC
402
Heritage Investors Management Corp
Maryland
$282K
TCA
403
Transcend Capital Advisors
New Jersey
$282K
SCP
404
Stamos Capital Partners
California
$281K
NW
405
NewEdge Wealth
Pennsylvania
$275K
LIC
406
Laurus Investment Counsel
Canada
$275K
WWM
407
Whalen Wealth Management
Nevada
$272K
CSPIA
408
Cary Street Partners Investment Advisory
Virginia
$271K
GC
409
Gilbert & Cook
Iowa
$267K
AWA
410
Arkadios Wealth Advisors
Georgia
$263K
CGA
411
Crescent Grove Advisors
Illinois
$262K
PMAM
412
Picton Mahoney Asset Management
Ontario, Canada
$260K
CIA
413
Compass Ion Advisors
Pennsylvania
$258K
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$253K
SC
415
Syon Capital
California
$251K
SWP
416
Stratos Wealth Partners
Ohio
$251K
MF
417
Magnetar Financial
Illinois
$249K
WTA
418
Washington Trust Advisors
Massachusetts
$248K
AFO
419
Allie Family Office
Florida
$245K
HH
420
Hilltop Holdings
Texas
$244K
FFN
421
Focus Financial Network
Minnesota
$242K
PIM
422
Paradice Investment Management
Colorado
$237K
PP
423
PDS Planning
Ohio
$231K
DA
424
Denali Advisors
California
$224K
SAG
425
SageView Advisory Group
California
$218K