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Brookfield Asset Management

569 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, 192 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:

5% less funds holding

Funds holding: 596569 (-27)

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
569
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
IC
601
Iconiq Capital
California
FRM
602
Fox Run Management
Connecticut
LM
603
Lincluden Management
Ontario, Canada
FC
604
FORA Capital
Florida
AGC
605
Aspen Grove Capital
Colorado
BRWA
606
B. Riley Wealth Advisors
Florida
TPA
607
Trivium Point Advisory
Connecticut
DAS
608
Diversify Advisory Services
Utah
TSMHT
609
Thurston Springer Miller Herd & Titak
Indiana
PFP
610
Pinnacle Financial Partners
Tennessee
BFP
611
Briaud Financial Planning
Texas
Acadian Asset Management
612
Acadian Asset Management
Massachusetts
SO
613
Sierra Ocean
California
Lazard Asset Management
614
Lazard Asset Management
New York
CCM
615
Carderock Capital Management
Maryland
TPWA
616
Twin Peaks Wealth Advisors
California
CPA
617
Compass Planning Associates
Massachusetts
PSFG
618
Park Square Financial Group
Georgia
GIA
619
GHP Investment Advisors
Colorado
NC
620
NewSquare Capital
Pennsylvania
BIG
621
Brooklyn Investment Group
New York
Optiver Holding
622
Optiver Holding
Netherlands
BFPW
623
BOK Financial Private Wealth
Colorado
MVIP
624
Mar Vista Investment Partners
California
MYIA
625
Mount Yale Investment Advisors
Colorado