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 %
UM
326
UniSuper Management
Australia
$474K
CCP
327
Carmel Capital Partners
California
$471K -$727 -15 -0.2%
TPM
328
Triasima Portfolio Management
Quebec, Canada
$471K
WA
329
Waverly Advisors
Alabama
$470K +$470K +9,693 New
KJHP
330
K.J. Harrison & Partners
Ontario, Canada
$468K +$1.31K +27 +0.3%
IIM
331
INTECH Investment Management
Florida
$467K +$243K +5,013 +108%
AAS
332
Avantax Advisory Services
Texas
$465K +$8.53K +176 +2%
WTC
333
WhitTier Trust Company
Nevada
$457K +$135K +2,794 +42%
PS
334
Principal Securities
Iowa
$449K
NSEDCP
335
NJ State Employees Deferred Compensation Plan
New Jersey
$441K
SF
336
Summit Financial
New Jersey
$439K +$112K +2,305 +34%
WC
337
Wexford Capital
Florida
$436K +$436K +9,000 New
CIM
338
Cambria Investment Management
California
$434K +$434K +8,962 New
DS
339
DRW Securities
Illinois
$431K +$431K +8,900 New
RCM
340
Radnor Capital Management
Pennsylvania
$424K
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$407K +$16.6K +342 +4%
SCP
342
Stamos Capital Partners
California
$392K +$392K +8,088 New
EHC
343
Everett Harris & Co
California
$391K
HWM
344
HB Wealth Management
Georgia
$388K +$161K +3,316 +71%
BBHC
345
Brown Brothers Harriman & Co
New York
$379K -$49.3K -1,017 -12%
SC
346
SummitTX Capital
Texas
$377K +$377K +7,786 New
CA
347
Carson Advisory
Georgia
$371K +$371K +7,650 New
GWM
348
Geneos Wealth Management
Colorado
$370K +$196K +4,038 +112%
CAWM
349
Capital A Wealth Management
Pennsylvania
$368K
UB
350
UMB Bank
Missouri
$347K