BAM icon

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
PA
451
Parallel Advisors
California
$135K
AF
452
Advisornet Financial
Minnesota
$132K
HNB
453
Huntington National Bank
Ohio
$131K
GA
454
GoalVest Advisory
New York
$124K
FMP
455
Financial Management Professionals
Texas
$116K
EWA
456
EverSource Wealth Advisors
Alabama
$112K
WAM
457
Wolverine Asset Management
Illinois
$112K
DI
458
DAGCO Inc
Ohio
$100K
AIM
459
Anchor Investment Management
South Carolina
$100K
CT
460
Clearstead Trust
Maine
$91.7K
CH
461
Cromwell Holdings
Wyoming
$90.6K
FP
462
Financial Perspectives
Minnesota
$87.9K
LFG
463
Larson Financial Group
Missouri
$87.4K
KFI
464
Key Financial Inc
Pennsylvania
$84.4K
PTC
465
Private Trust Company
Ohio
$82.4K
AA
466
Addison Advisors
Vermont
$80.1K
LI
467
Louisbourg Investments
New Brunswick, Canada
$79.8K
PFBT
468
Parkside Financial Bank & Trust
Missouri
$76.5K
HPC
469
HM Payson & Co
Maine
$74K
HDIM
470
Hanson & Doremus Investment Management
Vermont
$74K
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$70.8K
PWA
472
Provenance Wealth Advisors
Florida
$64K
RFS
473
Richardson Financial Services
Massachusetts
$63.5K
TCOV
474
Trust Company of Vermont
Vermont
$60.9K
QC
475
Quent Capital
New York
$59.5K