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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
BCWM
476
Bartlett & Co Wealth Management
Ohio
$58.9K
BL
477
BFSG LLC
California
$57.3K
DFA
478
DHJJ Financial Advisors
Illinois
$57K
PGAM
479
Princeton Global Asset Management
New Jersey
$56.9K
HWA
480
Heartwood Wealth Advisors
Virginia
$55.4K
HI
481
Harbour Investments
Wisconsin
$53.5K
LB
482
Legacy Bridge
Iowa
$51.8K
POIA
483
Pin Oak Investment Advisors
Texas
$50.8K
CFB
484
Cullen/Frost Bankers
Texas
$48.1K
NA
485
NewEdge Advisors
Louisiana
$47.7K
TPCW
486
TD Private Client Wealth
New York
$47.4K
GI
487
GAMMA Investing
California
$47.3K
CSP
488
Cary Street Partners
Virginia
$46.1K
AssetMark Inc
489
AssetMark Inc
California
$46K
LSA
490
Leonteq Securities AG
Switzerland
$42.6K
SHM
491
Sagard Holdings Management
Ontario, Canada
$40K
AF
492
Allworth Financial
California
$39.6K
Simplex Trading
493
Simplex Trading
Illinois
$34K
MHIP
494
Mountain Hill Investment Partners
New Jersey
$34K
TC
495
Truvestments Capital
Florida
$33.4K
IA
496
IFP Advisors
Florida
$33.4K
CA
497
CoreCap Advisors
Michigan
$32.2K
GRP
498
Global Retirement Partners
California
$31.1K
DJSG
499
D.J. St. Germain
Massachusetts
$30.5K
FFA
500
Farther Finance Advisors
California
$27K