BAM icon

Brookfield Asset Management

593 hedge funds and large institutions have $82.7B invested in Brookfield Asset Management in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 203 increasing their positions, 176 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+20
Holders Change %
+3.49%
% of All Funds
7.95%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
85
Increased
203
Reduced
176
Closed
56
Calls
$123M
Puts
$92.5M
Net Calls
+$30.1M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
326
Atria Investments
North Carolina
$575K -$15.6K -282 -3%
SWM
327
Salvus Wealth Management
New Jersey
$573K -$10.6K -191 -2%
JHCP
328
Jackson Hole Capital Partners
Oklahoma
$570K +$28.2K +510 +5%
UM
329
UniSuper Management
Australia
$565K +$52.8K +700 +10%
SCM
330
Sterling Capital Management
North Carolina
$563K +$404K +7,315 +255%
BIM
331
Bridges Investment Management
Nebraska
$547K -$175K -3,159 -24%
Dimensional Fund Advisors
332
Dimensional Fund Advisors
Texas
$546K +$196K +3,547 +56%
MA
333
Mutual Advisors
Nebraska
$532K -$57.5K -912 -10%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$525K +$60.7K +1,099 +13%
First Trust Advisors
335
First Trust Advisors
Illinois
$518K -$464K -8,393 -47%
STA
336
Summit Trail Advisors
New York
$515K +$515K +9,311 New
EHC
337
Everett Harris & Co
California
$506K +$59.2K +1,071 +13%
NSEDCP
338
NJ State Employees Deferred Compensation Plan
New Jersey
$503K
SF
339
Summit Financial
New Jersey
$501K +$111 +2 +0%
EGM
340
Engineers Gate Manager
New York
$487K +$487K +8,801 New
CIM
341
Cambria Investment Management
California
$482K -$13.4K -242 -3%
CPCM
342
Cardinal Point Capital Management
Ontario, Canada
$481K +$481K +8,702 New
IIM
343
INTECH Investment Management
Florida
$475K -$58K -1,050 -11%
CCP
344
Carmel Capital Partners
California
$472K -$65.4K -1,183 -12%
RCM
345
Radnor Capital Management
Pennsylvania
$466K -$18.8K -339 -4%
PS
346
Principal Securities
Iowa
$451K -$7.08K -128 -2%
CA
347
Carson Advisory
Georgia
$445K +$22.1K +400 +5%
Mirae Asset Global Investments
348
Mirae Asset Global Investments
South Korea
$442K +$71.9K +1,300 +19%
KJHP
349
K.J. Harrison & Partners
Ontario, Canada
$440K -$93.4K -1,690 -18%
BBHC
350
Brown Brothers Harriman & Co
New York
$432K