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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
GWSG
526
GPS Wealth Strategies Group
Colorado
$5.69K
BIA
527
Bell Investment Advisors
California
$5.18K
FGA
528
Fortis Group Advisors
New Jersey
$4.78K
CPG
529
Cornerstone Planning Group
New Jersey
$4.72K
BGAI
530
Bruce G. Allen Investments
Colorado
$4.67K
FWA
531
Flagship Wealth Advisors
Massachusetts
$4.55K
DWM
532
Darwin Wealth Management
Florida
$4.5K
LWA
533
Lowe Wealth Advisors
Maryland
$4.44K
TFIPS
534
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.33K
SS
535
Sunbelt Securities
Texas
$4.27K
SL
536
Salomon & Ludwin
Virginia
$4.22K
AAS
537
Ameritas Advisory Services
Nebraska
$4.16K
AWM
538
Accredited Wealth Management
Kentucky
$4.04K
PWA
539
Physician Wealth Advisors
Utah
$3.7K
HIA
540
Harbor Investment Advisory
Maryland
$3.7K
JWA
541
JFS Wealth Advisors
Pennsylvania
$3.53K
GSWM
542
Golden State Wealth Management
California
$3.47K
HFS
543
Hantz Financial Services
Michigan
$3K
VWA
544
VSM Wealth Advisory
Maryland
$2.73K
NSIM
545
North Star Investment Management
Illinois
$2.73K
JWM
546
JPL Wealth Management
Colorado
$2.56K
RIL
547
Rothschild Investment LLC
Illinois
$2.56K
HFS
548
Hughes Financial Services
Virginia
$2.35K
WWA
549
Wealth Watch Advisors
Colorado
$2.28K
OPTFSNA
550
Old Point Trust & Financial Services N A
Virginia
$2.11K