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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
SL
576
Salomon & Ludwin
Virginia
$4K
TFIPS
577
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.99K
PWA
578
Physician Wealth Advisors
Utah
$3.98K
SS
579
Sunbelt Securities
Texas
$3.93K
HWP
580
Highline Wealth Partners
California
$3.77K
BIA
581
Bell Investment Advisors
California
$3.72K
MA
582
MCF Advisors
Kentucky
$3.72K
TAM
583
Tucker Asset Management
Colorado
$3.62K
HIA
584
Harbor Investment Advisory
Maryland
$3.41K
JWA
585
JFS Wealth Advisors
Pennsylvania
$3.25K
EP
586
Essential Partners
California
$3.25K
USB
587
Union Savings Bank
Connecticut
$3.25K
GSWM
588
Golden State Wealth Management
California
$3.21K
KG
589
Kilter Group
New York
$2.99K
EWM
590
Evermay Wealth Management
Virginia
$2.67K
QA
591
Quattro Advisors
Pennsylvania
$2.62K
NSIM
592
North Star Investment Management
Illinois
$2.57K
VWA
593
VSM Wealth Advisory
Maryland
$2.52K
RIL
594
Rothschild Investment LLC
Illinois
$2.31K
HFS
595
Hughes Financial Services
Virginia
$2.31K
WWA
596
Wealth Watch Advisors
Colorado
$2.1K
TPBG
597
Turning Point Benefit Group
Maryland
$1.89K
BTI
598
Blue Trust Inc
Georgia
$1.42K
CW
599
Curio Wealth
Maryland
$1.39K
BAM
600
Bellevue Asset Management
Washington
$1.36K