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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
RIL
551
Rothschild Investment LLC
Illinois
$2.56K
HFS
552
Hughes Financial Services
Virginia
$2.35K
WWA
553
Wealth Watch Advisors
Colorado
$2.28K
OPTFSNA
554
Old Point Trust & Financial Services N A
Virginia
$2.11K
BTI
555
Blue Trust Inc
Georgia
$1.59K
BAM
556
Bellevue Asset Management
Washington
$1.31K
TFA
557
Transamerica Financial Advisors
Florida
$1.08K
PWAM
558
Private Wealth Asset Management
Iowa
$1.02K
FUBT
559
First United Bank & Trust
Maryland
$968
PCM
560
PenderFund Capital Management
British Columbia, Canada
$967
ME
561
McIlrath & Eck
Washington
$797
CIAM
562
Caitong International Asset Management
Hong Kong
$740
SJIM
563
St. Johns Investment Management
Florida
$740
CFD
564
Creative Financial Designs
Indiana
$626
MG
565
Mather Group
Illinois
$626
TIM
566
Tortoise Investment Management
New York
$626
PWMG
567
Private Wealth Management Group
New Jersey
$456
Macquarie Group
568
Macquarie Group
Australia
$455
APW
569
Aventura Private Wealth
Florida
$399
FFA
570
Frazier Financial Advisors
Ohio
$399
SIC
571
SJS Investment Consulting
Ohio
$285
SN
572
Sittner & Nelson
Oregon
$228
NMG
573
New Millennium Group
Utah
$171
RF
574
Robbins Farley
New Hampshire
$171
TWD
575
True Wealth Design
Ohio
$171