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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
PCM
401
Parsons Capital Management
Rhode Island
$292K
ECM
402
Evergreen Capital Management
Washington
$289K
ATC
403
Argent Trust Co
Tennessee
$286K
AAP
404
Arax Advisory Partners
Colorado
$285K
RF
405
Rossby Financial
Florida
$284K
HIMC
406
Heritage Investors Management Corp
Maryland
$282K
TCA
407
Transcend Capital Advisors
New Jersey
$282K
SCP
408
Stamos Capital Partners
California
$281K
NW
409
NewEdge Wealth
Pennsylvania
$275K
LIC
410
Laurus Investment Counsel
Canada
$275K
WWM
411
Whalen Wealth Management
Nevada
$272K
CSPIA
412
Cary Street Partners Investment Advisory
Virginia
$271K
SA
413
Sanctuary Advisors
Indiana
$269K
GC
414
Gilbert & Cook
Iowa
$267K
AWA
415
Arkadios Wealth Advisors
Georgia
$263K
CGA
416
Crescent Grove Advisors
Illinois
$262K
PMAM
417
Picton Mahoney Asset Management
Ontario, Canada
$260K
CIA
418
Compass Ion Advisors
Pennsylvania
$258K
LNWWM
419
Laird Norton Wetherby Wealth Management
California
$253K
SC
420
Syon Capital
California
$251K
SWP
421
Stratos Wealth Partners
Ohio
$251K
MF
422
Magnetar Financial
Illinois
$249K
WTA
423
Washington Trust Advisors
Massachusetts
$248K
AFO
424
Allie Family Office
Florida
$245K
HH
425
Hilltop Holdings
Texas
$244K