BAM icon

Brookfield Asset Management

573 hedge funds and large institutions have $71.9B invested in Brookfield Asset Management in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 197 increasing their positions, 163 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+8
Holders Change %
+1.42%
% of All Funds
7.78%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
82
Increased
197
Reduced
163
Closed
57
Calls
$40.7M
Puts
$24.2M
Net Calls
+$16.6M
Net Calls Change
+$9.86M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
251
Ancora Advisors
Ohio
$1.15M +$2.04K +42 +0.2%
SRL
252
Scientech Research LLC
New Jersey
$1.15M +$1.15M +23,668 New
LC
253
Lincoln Capital
Nebraska
$1.15M +$10.4K +210 +0.9%
MIF
254
Mediolanum International Funds
Ireland
$1.14M +$716K +14,722 +168%
CCM
255
Copeland Capital Management
Pennsylvania
$1.14M -$54.7K -1,129 -5%
CRWM
256
Castle Rock Wealth Management
California
$1.13M -$432K -8,766 -28%
William Blair & Company
257
William Blair & Company
Illinois
$1.11M -$198K -4,082 -15%
DWM
258
Diversify Wealth Management
Utah
$1.07M +$144K +2,669 +16%
Macquarie Group
259
Macquarie Group
Australia
$1.03M +$1.03M +14,785 +184,813%
QCG
260
Quadrant Capital Group
Ohio
$1.03M +$995K +20,530 +2,980%
AF
261
Aviso Financial
Ontario, Canada
$1.03M -$226K -4,671 -18%
Axa
262
Axa
France
$1.02M -$4.17K -86 -0.4%
FC
263
FORA Capital
Florida
$998K +$998K +20,597 New
Baird Financial Group
264
Baird Financial Group
Wisconsin
$993K -$529K -10,915 -35%
WW
265
Waterfront Wealth
Kansas
$904K -$11.5K -237 -1%
SSB
266
Sandy Spring Bank
Maryland
$901K -$122K -2,516 -12%
WJWM
267
Williams Jones Wealth Management
New York
$887K +$36.6K +756 +4%
MML Investors Services
268
MML Investors Services
Massachusetts
$885K +$21.9K +453 +3%
AWM
269
Apollon Wealth Management
South Carolina
$884K +$49.2K +1,016 +6%
QOP
270
Quinn Opportunity Partners
Virginia
$867K
First Trust Advisors
271
First Trust Advisors
Illinois
$861K -$1.31M -27,123 -60%
CWM
272
Chemistry Wealth Management
New York
$854K -$46.4K -957 -5%
US Bancorp
273
US Bancorp
Minnesota
$843K +$69K +1,425 +9%
Man Group
274
Man Group
United Kingdom
$828K -$780K -16,099 -48%
MCC
275
Malaga Cove Capital
California
$803K +$333K +6,883 +71%