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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
BTI
551
Blue Trust Inc
Georgia
$1.59K
BAM
552
Bellevue Asset Management
Washington
$1.31K
TFA
553
Transamerica Financial Advisors
Florida
$1.08K
PWAM
554
Private Wealth Asset Management
Iowa
$1.02K
FUBT
555
First United Bank & Trust
Maryland
$968
PCM
556
PenderFund Capital Management
British Columbia, Canada
$967
ME
557
McIlrath & Eck
Washington
$797
CIAM
558
Caitong International Asset Management
Hong Kong
$740
SJIM
559
St. Johns Investment Management
Florida
$740
CFD
560
Creative Financial Designs
Indiana
$626
MG
561
Mather Group
Illinois
$626
TIM
562
Tortoise Investment Management
New York
$626
PWMG
563
Private Wealth Management Group
New Jersey
$456
Macquarie Group
564
Macquarie Group
Australia
$455
FFA
565
Frazier Financial Advisors
Ohio
$399
SIC
566
SJS Investment Consulting
Ohio
$285
SN
567
Sittner & Nelson
Oregon
$228
NMG
568
New Millennium Group
Utah
$171
TWD
569
True Wealth Design
Ohio
$171
RF
570
Robbins Farley
New Hampshire
$171
SIS
571
Sound Income Strategies
Florida
$118
CAM
572
Creekmur Asset Management
Illinois
$35
AWM
573
Abound Wealth Management
Tennessee
$2
Norges Bank
574
Norges Bank
Norway
LCP
575
LGT Capital Partners
Switzerland