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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
DI
451
DAGCO Inc
Ohio
$100K
AIM
452
Anchor Investment Management
South Carolina
$100K
CT
453
Clearstead Trust
Maine
$91.7K
CH
454
Cromwell Holdings
Wyoming
$90.6K
FP
455
Financial Perspectives
Minnesota
$87.9K
LFG
456
Larson Financial Group
Missouri
$87.4K
KFI
457
Key Financial Inc
Pennsylvania
$84.4K
PTC
458
Private Trust Company
Ohio
$82.4K
AA
459
Addison Advisors
Vermont
$80.1K
LI
460
Louisbourg Investments
New Brunswick, Canada
$79.8K
PFBT
461
Parkside Financial Bank & Trust
Missouri
$76.5K
HPC
462
HM Payson & Co
Maine
$74K
HDIM
463
Hanson & Doremus Investment Management
Vermont
$74K
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$70.8K
PWA
465
Provenance Wealth Advisors
Florida
$64K
RFS
466
Richardson Financial Services
Massachusetts
$63.5K
TCOV
467
Trust Company of Vermont
Vermont
$60.9K
QC
468
Quent Capital
New York
$59.5K
BCWM
469
Bartlett & Co Wealth Management
Ohio
$58.9K
BL
470
BFSG LLC
California
$57.3K
DFA
471
DHJJ Financial Advisors
Illinois
$57K
PGAM
472
Princeton Global Asset Management
New Jersey
$56.9K
HWA
473
Heartwood Wealth Advisors
Virginia
$55.4K
HI
474
Harbour Investments
Wisconsin
$53.5K
LB
475
Legacy Bridge
Iowa
$51.8K