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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
CB
501
Community Bank
New York
$21.7K
SFFS
502
Stonehage Fleming Financial Services
Jersey
$19.8K
PWMG
503
Prestige Wealth Management Group
New Jersey
$18.8K
ADL
504
Asset Dedication LLC
California
$17.4K
MHR
505
Matthew Hamilton Rosenberg
$17.4K
CTC
506
Central Trust Company
Missouri
$16.9K
SHIM
507
Stone House Investment Management
Pennsylvania
$16.2K
RFP
508
Root Financial Partners
California
$15.7K
MCM
509
Manchester Capital Management
Vermont
$15.3K
PB
510
Pinnacle Bancorp
Nebraska
$14.9K
M
511
MOTCO
Texas
$14.1K
PC
512
Promus Capital
Illinois
$13.5K
FFO
513
Fortitude Family Office
Arizona
$11.8K
FWM
514
FSA Wealth Management
Massachusetts
$11.2K
LWMI
515
Legacy Wealth Management (Idaho)
Idaho
$10.8K
CAM
516
Costello Asset Management
Pennsylvania
$10K
FCAS
517
First Command Advisory Services
Texas
$9.57K
DAM
518
Delta Asset Management
Tennessee
$8.83K
GWS
519
Greykasell Wealth Strategies
California
$8.48K
FHC
520
First Horizon Corporation
Tennessee
$8.31K
ZBNA
521
Zions Bancorporation, National Association
Utah
$8.14K
NECFA
522
New England Capital Financial Advisors
Connecticut
$7.6K
CFO
523
CVA Family Office
Colorado
$7.52K
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$7.52K
JFA
525
JNBA Financial Advisors
Minnesota
$7.35K