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Brookfield Asset Management

565 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 185 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+21
Holders Change %
+3.86%
% of All Funds
7.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
171
Reduced
185
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
326
UMB Bank
Missouri
$389K +$330K +6,093 +565%
HI
327
Hendershot Investments
Virginia
$388K -$31.4K -580 -7%
SDWMA
328
Schneider Downs Wealth Management Advisors
Pennsylvania
$387K -$63.9K -1,179 -14%
Credit Agricole
329
Credit Agricole
France
$387K +$21.7K +400 +6%
CI
330
Cigna Investments
Connecticut
$366K
SF
331
Summit Financial
New Jersey
$366K +$366K +6,746 New
HWA
332
Heritage Wealth Advisors
Virginia
$362K -$172K -3,180 -32%
KAS
333
Kestra Advisory Services
Texas
$360K -$318K -5,868 -47%
WTC
334
WhitTier Trust Company
Nevada
$359K +$210K +3,881 +141%
SOW
335
State of Wyoming
Wyoming
$354K +$155K +2,861 +78%
PCP
336
Proficio Capital Partners
Massachusetts
$351K +$813 +15 +0.2%
IWC
337
Integrated Wealth Concepts
Massachusetts
$349K +$8.89K +164 +3%
PSP
338
Principal Street Partners
Tennessee
$343K +$1.73K +32 +0.5%
Dimensional Fund Advisors
339
Dimensional Fund Advisors
Texas
$342K -$217K -4,011 -39%
DA
340
Denali Advisors
California
$341K +$341K +6,288 New
ACM
341
Advisors Capital Management
New Jersey
$341K -$31.6K -583 -8%
NFA
342
Northwest Financial Advisors
Virginia
$340K -$20.9K -385 -6%
S
343
SimplyRich
California
$339K
YCM
344
Yousif Capital Management
Michigan
$339K
EWM
345
Evercore Wealth Management
New York
$336K -$39.3K -726 -10%
PGAM
346
Princeton Global Asset Management
New Jersey
$334K
WSFS
347
Wilmington Savings Fund Society
Delaware
$330K +$91K +1,680 +38%
PIA
348
Powell Investment Advisors
Florida
$323K
FT
349
Fiduciary Trust
Massachusetts
$317K -$8.13K -150 -2%
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$316K -$14.7K -271 -4%