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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
HNB
451
Huntington National Bank
Ohio
$131K
GA
452
GoalVest Advisory
New York
$124K
FMP
453
Financial Management Professionals
Texas
$116K
EWA
454
EverSource Wealth Advisors
Alabama
$112K
WAM
455
Wolverine Asset Management
Illinois
$112K
DI
456
DAGCO Inc
Ohio
$100K
AIM
457
Anchor Investment Management
South Carolina
$100K
CT
458
Clearstead Trust
Maine
$91.7K
CH
459
Cromwell Holdings
Wyoming
$90.6K
FP
460
Financial Perspectives
Minnesota
$87.9K
LFG
461
Larson Financial Group
Missouri
$87.4K
KFI
462
Key Financial Inc
Pennsylvania
$84.4K
PTC
463
Private Trust Company
Ohio
$82.4K
AA
464
Addison Advisors
Vermont
$80.1K
LI
465
Louisbourg Investments
New Brunswick, Canada
$79.8K
PFBT
466
Parkside Financial Bank & Trust
Missouri
$76.5K
HPC
467
HM Payson & Co
Maine
$74K
HDIM
468
Hanson & Doremus Investment Management
Vermont
$74K
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$70.8K
PWA
470
Provenance Wealth Advisors
Florida
$64K
RFS
471
Richardson Financial Services
Massachusetts
$63.5K
TCOV
472
Trust Company of Vermont
Vermont
$60.9K
QC
473
Quent Capital
New York
$59.5K
BCWM
474
Bartlett & Co Wealth Management
Ohio
$58.9K
BL
475
BFSG LLC
California
$57.3K