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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
DFA
476
DHJJ Financial Advisors
Illinois
$57K
PGAM
477
Princeton Global Asset Management
New Jersey
$56.9K
HWA
478
Heartwood Wealth Advisors
Virginia
$55.4K
HI
479
Harbour Investments
Wisconsin
$53.5K
LB
480
Legacy Bridge
Iowa
$51.8K
POIA
481
Pin Oak Investment Advisors
Texas
$50.8K
CFB
482
Cullen/Frost Bankers
Texas
$48.1K
NA
483
NewEdge Advisors
Louisiana
$47.7K
TPCW
484
TD Private Client Wealth
New York
$47.4K
GI
485
GAMMA Investing
California
$47.3K
CSP
486
Cary Street Partners
Virginia
$46.1K
AssetMark Inc
487
AssetMark Inc
California
$46K
SHM
488
Sagard Holdings Management
Ontario, Canada
$40K
AF
489
Allworth Financial
California
$39.6K
Simplex Trading
490
Simplex Trading
Illinois
$34K
MHIP
491
Mountain Hill Investment Partners
New Jersey
$34K
TC
492
Truvestments Capital
Florida
$33.4K
IA
493
IFP Advisors
Florida
$33.4K
CA
494
CoreCap Advisors
Michigan
$32.2K
GRP
495
Global Retirement Partners
California
$31.1K
DJSG
496
D.J. St. Germain
Massachusetts
$30.5K
FFA
497
Farther Finance Advisors
California
$27K
HC
498
Hara Capital
Washington
$25.7K
SWM
499
Spire Wealth Management
Virginia
$23.4K
AAG
500
Armstrong Advisory Group
Massachusetts
$23.3K