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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
CPG
526
Cornerstone Planning Group
New Jersey
$4.72K
BGAI
527
Bruce G. Allen Investments
Colorado
$4.67K
FWA
528
Flagship Wealth Advisors
Massachusetts
$4.55K
DWM
529
Darwin Wealth Management
Florida
$4.5K
LWA
530
Lowe Wealth Advisors
Maryland
$4.44K
TFIPS
531
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.33K
SS
532
Sunbelt Securities
Texas
$4.27K
SL
533
Salomon & Ludwin
Virginia
$4.22K
AAS
534
Ameritas Advisory Services
Nebraska
$4.16K
AWM
535
Accredited Wealth Management
Kentucky
$4.04K
PWA
536
Physician Wealth Advisors
Utah
$3.7K
HIA
537
Harbor Investment Advisory
Maryland
$3.7K
JWA
538
JFS Wealth Advisors
Pennsylvania
$3.53K
GSWM
539
Golden State Wealth Management
California
$3.47K
HFS
540
Hantz Financial Services
Michigan
$3K
VWA
541
VSM Wealth Advisory
Maryland
$2.73K
NSIM
542
North Star Investment Management
Illinois
$2.73K
JWM
543
JPL Wealth Management
Colorado
$2.56K
RIL
544
Rothschild Investment LLC
Illinois
$2.56K
HFS
545
Hughes Financial Services
Virginia
$2.35K
WWA
546
Wealth Watch Advisors
Colorado
$2.28K
OPTFSNA
547
Old Point Trust & Financial Services N A
Virginia
$2.11K
BTI
548
Blue Trust Inc
Georgia
$1.59K
BAM
549
Bellevue Asset Management
Washington
$1.31K
TFA
550
Transamerica Financial Advisors
Florida
$1.08K