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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
HWP
526
Highline Wealth Partners
California
$7.29K
HNB
527
Hilltop National Bank
Wyoming
$7.23K
NC
528
North Capital
Utah
$6.43K
ACM
529
Accent Capital Management
Ohio
$6.04K
GWSG
530
GPS Wealth Strategies Group
Colorado
$5.69K
BIA
531
Bell Investment Advisors
California
$5.18K
FGA
532
Fortis Group Advisors
New Jersey
$4.78K
CPG
533
Cornerstone Planning Group
New Jersey
$4.72K
BGAI
534
Bruce G. Allen Investments
Colorado
$4.67K
FWA
535
Flagship Wealth Advisors
Massachusetts
$4.55K
DWM
536
Darwin Wealth Management
Florida
$4.5K
LWA
537
Lowe Wealth Advisors
Maryland
$4.44K
TFIPS
538
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.33K
SS
539
Sunbelt Securities
Texas
$4.27K
SL
540
Salomon & Ludwin
Virginia
$4.22K
AAS
541
Ameritas Advisory Services
Nebraska
$4.16K
AWM
542
Accredited Wealth Management
Kentucky
$4.04K
PWA
543
Physician Wealth Advisors
Utah
$3.7K
HIA
544
Harbor Investment Advisory
Maryland
$3.7K
JWA
545
JFS Wealth Advisors
Pennsylvania
$3.53K
GSWM
546
Golden State Wealth Management
California
$3.47K
HFS
547
Hantz Financial Services
Michigan
$3K
VWA
548
VSM Wealth Advisory
Maryland
$2.73K
NSIM
549
North Star Investment Management
Illinois
$2.73K
JWM
550
JPL Wealth Management
Colorado
$2.56K