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Brookfield Asset Management

572 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, 196 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:

4% less funds holding

Funds holding: 597572 (-25)

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
572
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
MHR
501
Matthew Hamilton Rosenberg
$17.4K
CTC
502
Central Trust Company
Missouri
$16.9K
SHIM
503
Stone House Investment Management
Pennsylvania
$16.2K
RFP
504
Root Financial Partners
California
$15.7K
MCM
505
Manchester Capital Management
Vermont
$15.3K
PB
506
Pinnacle Bancorp
Nebraska
$14.9K
M
507
MOTCO
Texas
$14.1K
PC
508
Promus Capital
Illinois
$13.5K
FFO
509
Fortitude Family Office
Arizona
$11.8K
FWM
510
FSA Wealth Management
Massachusetts
$11.2K
LWMI
511
Legacy Wealth Management (Idaho)
Idaho
$10.8K
CAM
512
Costello Asset Management
Pennsylvania
$10K
FCAS
513
First Command Advisory Services
Texas
$9.57K
DAM
514
Delta Asset Management
Tennessee
$8.83K
GWS
515
Greykasell Wealth Strategies
California
$8.48K
FHC
516
First Horizon Corporation
Tennessee
$8.31K
ZBNA
517
Zions Bancorporation, National Association
Utah
$8.14K
NECFA
518
New England Capital Financial Advisors
Connecticut
$7.6K
CFO
519
CVA Family Office
Colorado
$7.52K
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$7.52K
JFA
521
JNBA Financial Advisors
Minnesota
$7.35K
HWP
522
Highline Wealth Partners
California
$7.29K
HNB
523
Hilltop National Bank
Wyoming
$7.23K
NC
524
North Capital
Utah
$6.43K
ACM
525
Accent Capital Management
Ohio
$6.04K