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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
HC
501
Hara Capital
Washington
$25.7K
SWM
502
Spire Wealth Management
Virginia
$23.4K
AAG
503
Armstrong Advisory Group
Massachusetts
$23.3K
CB
504
Community Bank
New York
$21.7K
SFFS
505
Stonehage Fleming Financial Services
Jersey
$19.8K
PWMG
506
Prestige Wealth Management Group
New Jersey
$18.8K
ADL
507
Asset Dedication LLC
California
$17.4K
MHR
508
Matthew Hamilton Rosenberg
$17.4K
CTC
509
Central Trust Company
Missouri
$16.9K
SHIM
510
Stone House Investment Management
Pennsylvania
$16.2K
RFP
511
Root Financial Partners
California
$15.7K
MCM
512
Manchester Capital Management
Vermont
$15.3K
PB
513
Pinnacle Bancorp
Nebraska
$14.9K
M
514
MOTCO
Texas
$14.1K
PC
515
Promus Capital
Illinois
$13.5K
FFO
516
Fortitude Family Office
Arizona
$11.8K
FWM
517
FSA Wealth Management
Massachusetts
$11.2K
LWMI
518
Legacy Wealth Management (Idaho)
Idaho
$10.8K
CAM
519
Costello Asset Management
Pennsylvania
$10K
BCM
520
Boreal Capital Management
Florida
$9.96K
FCAS
521
First Command Advisory Services
Texas
$9.57K
DAM
522
Delta Asset Management
Tennessee
$8.83K
GWS
523
Greykasell Wealth Strategies
California
$8.48K
FHC
524
First Horizon Corporation
Tennessee
$8.31K
ZBNA
525
Zions Bancorporation, National Association
Utah
$8.14K