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Brookfield Asset Management

626 hedge funds and large institutions have $78.1B invested in Brookfield Asset Management in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 197 increasing their positions, 209 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

8% less capital invested

Capital invested by funds: $85.2B → $78.1B (-$7.02B)

10% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $37.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
626
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.4M
Puts
$37.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
526
Zions Bancorporation, National Association
Utah
$25.6K
HC
527
Hara Capital
Washington
$23.6K
RFP
528
Root Financial Partners
California
$23.6K
TFA
529
Transamerica Financial Advisors
Florida
$23K
AAG
530
Armstrong Advisory Group
Massachusetts
$21.5K
MCM
531
Manchester Capital Management
Vermont
$21K
CB
532
Community Bank
New York
$20K
SVCP
533
Silicon Valley Capital Partners
California
$19.7K
SWM
534
SHP Wealth Management
Massachusetts
$19.2K
SFFS
535
Stonehage Fleming Financial Services
Jersey
$18.2K
PWMG
536
Prestige Wealth Management Group
New Jersey
$17.3K
ADL
537
Asset Dedication LLC
California
$16K
MHR
538
Matthew Hamilton Rosenberg
$16K
JFGIW
539
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.9K
CTC
540
Central Trust Company
Missouri
$15.1K
CRI
541
Commonwealth Retirement Investments
Virginia
$14.4K
GWM
542
Gilpin Wealth Management
Colorado
$14.3K
PB
543
Pinnacle Bancorp
Nebraska
$13.7K
M
544
MOTCO
Texas
$13K
WA
545
WPG Advisers
Maryland
$11.8K
CIAM
546
Caitong International Asset Management
Hong Kong
$11.2K
FFO
547
Fortitude Family Office
Arizona
$10.8K
GWS
548
Greykasell Wealth Strategies
California
$10.8K
CHC
549
City Holding Co
West Virginia
$10.5K
LWMI
550
Legacy Wealth Management (Idaho)
Idaho
$9.96K