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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
RRA
401
Round Rock Advisors
Connecticut
$293K
SAM
402
Silvercrest Asset Management
New York
$293K
PCM
403
Parsons Capital Management
Rhode Island
$292K
ECM
404
Evergreen Capital Management
Washington
$289K
ATC
405
Argent Trust Co
Tennessee
$286K
AAP
406
Arax Advisory Partners
Colorado
$285K
RF
407
Rossby Financial
Florida
$284K
HIMC
408
Heritage Investors Management Corp
Maryland
$282K
TCA
409
Transcend Capital Advisors
New Jersey
$282K
SCP
410
Stamos Capital Partners
California
$281K
NW
411
NewEdge Wealth
Pennsylvania
$275K
LIC
412
Laurus Investment Counsel
Canada
$275K
WWM
413
Whalen Wealth Management
Nevada
$272K
CSPIA
414
Cary Street Partners Investment Advisory
Virginia
$271K
GC
415
Gilbert & Cook
Iowa
$267K
AWA
416
Arkadios Wealth Advisors
Georgia
$263K
CGA
417
Crescent Grove Advisors
Illinois
$262K
PMAM
418
Picton Mahoney Asset Management
Ontario, Canada
$260K
CIA
419
Compass Ion Advisors
Pennsylvania
$258K
LNWWM
420
Laird Norton Wetherby Wealth Management
California
$253K
SC
421
Syon Capital
California
$251K
SWP
422
Stratos Wealth Partners
Ohio
$251K
MF
423
Magnetar Financial
Illinois
$249K
WTA
424
Washington Trust Advisors
Massachusetts
$248K
AFO
425
Allie Family Office
Florida
$245K