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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
HFS
551
Hantz Financial Services
Michigan
$3K
VWA
552
VSM Wealth Advisory
Maryland
$2.73K
NSIM
553
North Star Investment Management
Illinois
$2.73K
JWM
554
JPL Wealth Management
Colorado
$2.56K
RIL
555
Rothschild Investment LLC
Illinois
$2.56K
HFS
556
Hughes Financial Services
Virginia
$2.35K
WWA
557
Wealth Watch Advisors
Colorado
$2.28K
OPTFSNA
558
Old Point Trust & Financial Services N A
Virginia
$2.11K
BTI
559
Blue Trust Inc
Georgia
$1.59K
BAM
560
Bellevue Asset Management
Washington
$1.31K
TFA
561
Transamerica Financial Advisors
Florida
$1.08K
PWAM
562
Private Wealth Asset Management
Iowa
$1.02K
FUBT
563
First United Bank & Trust
Maryland
$968
PCM
564
PenderFund Capital Management
British Columbia, Canada
$967
ME
565
McIlrath & Eck
Washington
$797
CIAM
566
Caitong International Asset Management
Hong Kong
$740
SJIM
567
St. Johns Investment Management
Florida
$740
CFD
568
Creative Financial Designs
Indiana
$626
TIM
569
Tortoise Investment Management
New York
$626
MG
570
Mather Group
Illinois
$626
PWMG
571
Private Wealth Management Group
New Jersey
$456
Macquarie Group
572
Macquarie Group
Australia
$455
APW
573
Aventura Private Wealth
Florida
$399
FFA
574
Frazier Financial Advisors
Ohio
$399
SIC
575
SJS Investment Consulting
Ohio
$285