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Brookfield Asset Management

585 hedge funds and large institutions have $72.2B invested in Brookfield Asset Management in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 168 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more capital invested

Capital invested by funds: $16.1B → $72.2B (+$56B)

69% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $24.2M

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

23.96% more ownership

Funds ownership: 66.97%90.93% (+24%)

18% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 168

3% more funds holding

Funds holding: 570585 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
585
Holders Change
+15
Holders Change %
+2.63%
% of All Funds
7.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
84
Increased
198
Reduced
168
Closed
57
Calls
$40.7M
Puts
$24.2M
Net Calls
+$16.6M
Net Calls Change
+$9.86M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
251
Moneta Group Investment Advisors
Missouri
$1.24M -$9.38K -172 -0.7%
IMCOOI
252
Investment Management Corp of Ontario (IMCO)
Canada
$1.17M +$1.31M +24,071 New
AA
253
Ancora Advisors
Ohio
$1.15M +$2.29K +42 +0.2%
SRL
254
Scientech Research LLC
New Jersey
$1.15M +$1.29M +23,668 New
LC
255
Lincoln Capital
Nebraska
$1.15M +$11.4K +210 +0.9%
MIF
256
Mediolanum International Funds
Ireland
$1.14M +$803K +14,722 +168%
CCM
257
Copeland Capital Management
Pennsylvania
$1.14M -$61.5K -1,129 -5%
CRWM
258
Castle Rock Wealth Management
California
$1.13M -$478K -8,766 -28%
BFC
259
Blue Fin Capital
Rhode Island
$1.12M -$14.1K -258 -1%
William Blair & Company
260
William Blair & Company
Illinois
$1.11M -$223K -4,082 -15%
DWM
261
Diversify Wealth Management
Utah
$1.07M +$145K +2,669 +16%
Macquarie Group
262
Macquarie Group
Australia
$1.03M +$806K +14,785 +184,813%
QCG
263
Quadrant Capital Group
Ohio
$1.03M +$1.12M +20,530 +2,980%
AF
264
Aviso Financial
Ontario, Canada
$1.03M -$255K -4,671 -18%
Axa
265
Axa
France
$1.02M -$4.69K -86 -0.4%
FC
266
FORA Capital
Florida
$998K +$1.12M +20,597 New
Baird Financial Group
267
Baird Financial Group
Wisconsin
$993K -$595K -10,915 -35%
WW
268
Waterfront Wealth
Kansas
$904K -$12.9K -237 -1%
SSB
269
Sandy Spring Bank
Maryland
$901K -$137K -2,516 -12%
WJWM
270
Williams Jones Wealth Management
New York
$887K +$41.2K +756 +4%
MML Investors Services
271
MML Investors Services
Massachusetts
$885K +$24.7K +453 +3%
AWM
272
Apollon Wealth Management
South Carolina
$884K +$55.4K +1,016 +6%
QOP
273
Quinn Opportunity Partners
Virginia
$867K
First Trust Advisors
274
First Trust Advisors
Illinois
$861K -$1.48M -27,123 -60%
CWM
275
Chemistry Wealth Management
New York
$854K -$52.2K -957 -5%