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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
RFP
501
Root Financial Partners
California
$15.7K
MCM
502
Manchester Capital Management
Vermont
$15.3K
PB
503
Pinnacle Bancorp
Nebraska
$14.9K
M
504
MOTCO
Texas
$14.1K
PC
505
Promus Capital
Illinois
$13.5K
FFO
506
Fortitude Family Office
Arizona
$11.8K
FWM
507
FSA Wealth Management
Massachusetts
$11.2K
LWMI
508
Legacy Wealth Management (Idaho)
Idaho
$10.8K
CAM
509
Costello Asset Management
Pennsylvania
$10K
FCAS
510
First Command Advisory Services
Texas
$9.57K
DAM
511
Delta Asset Management
Tennessee
$8.83K
GWS
512
Greykasell Wealth Strategies
California
$8.48K
FHC
513
First Horizon Corporation
Tennessee
$8.31K
ZBNA
514
Zions Bancorporation, National Association
Utah
$8.14K
NECFA
515
New England Capital Financial Advisors
Connecticut
$7.6K
CFO
516
CVA Family Office
Colorado
$7.52K
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$7.52K
JFA
518
JNBA Financial Advisors
Minnesota
$7.35K
HWP
519
Highline Wealth Partners
California
$7.29K
HNB
520
Hilltop National Bank
Wyoming
$7.23K
NC
521
North Capital
Utah
$6.43K
ACM
522
Accent Capital Management
Ohio
$6.04K
GWSG
523
GPS Wealth Strategies Group
Colorado
$5.69K
BIA
524
Bell Investment Advisors
California
$5.18K
FGA
525
Fortis Group Advisors
New Jersey
$4.78K