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