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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
NECFA
526
New England Capital Financial Advisors
Connecticut
$7.6K
CFO
527
CVA Family Office
Colorado
$7.52K
Fifth Third Bancorp
528
Fifth Third Bancorp
Ohio
$7.52K
JFA
529
JNBA Financial Advisors
Minnesota
$7.35K
HWP
530
Highline Wealth Partners
California
$7.29K
HNB
531
Hilltop National Bank
Wyoming
$7.23K
NC
532
North Capital
Utah
$6.43K
ACM
533
Accent Capital Management
Ohio
$6.04K
GWSG
534
GPS Wealth Strategies Group
Colorado
$5.69K
BIA
535
Bell Investment Advisors
California
$5.18K
FGA
536
Fortis Group Advisors
New Jersey
$4.78K
CPG
537
Cornerstone Planning Group
New Jersey
$4.72K
BGAI
538
Bruce G. Allen Investments
Colorado
$4.67K
FWA
539
Flagship Wealth Advisors
Massachusetts
$4.55K
DWM
540
Darwin Wealth Management
Florida
$4.5K
LWA
541
Lowe Wealth Advisors
Maryland
$4.44K
TFIPS
542
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.33K
SS
543
Sunbelt Securities
Texas
$4.27K
SL
544
Salomon & Ludwin
Virginia
$4.22K
AAS
545
Ameritas Advisory Services
Nebraska
$4.16K
AWM
546
Accredited Wealth Management
Kentucky
$4.04K
PWA
547
Physician Wealth Advisors
Utah
$3.7K
HIA
548
Harbor Investment Advisory
Maryland
$3.7K
JWA
549
JFS Wealth Advisors
Pennsylvania
$3.53K
GSWM
550
Golden State Wealth Management
California
$3.47K