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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 %
AWM
351
Avior Wealth Management
Nebraska
$427K +$408K +7,374 +2,107%
WHC
352
Wulff, Hansen & Co
California
$420K +$420K +7,590 New
KPWS
353
Kestra Private Wealth Services
Texas
$417K +$41.3K +747 +11%
CI
354
Cigna Investments
Connecticut
$413K +$56.4K +1,022 +16%
VT
355
Vise Technologies
New York
$410K +$410K +7,423 New
IWC
356
Integrated Wealth Concepts
Massachusetts
$406K +$57K +1,032 +16%
SIC
357
Schwartz Investment Counsel
Michigan
$402K -$12.7M -230,000 -97%
CRC
358
Curi RMB Capital
Illinois
$401K +$401K +7,252 New
HI
359
Hendershot Investments
Virginia
$396K
SDWMA
360
Schneider Downs Wealth Management Advisors
Pennsylvania
$395K
AV
361
ASR Vermogensbeheer
Netherlands
$392K +$27.6K +500 +8%
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$385K -$373K -6,743 -49%
HWM
363
HB Wealth Management
Georgia
$383K -$59.3K -1,072 -13%
Verition Fund Management
364
Verition Fund Management
Connecticut
$382K -$10.3M -186,526 -96%
FT
365
Fiduciary Trust
Massachusetts
$375K +$59.9K +1,084 +19%
HWA
366
Heritage Wealth Advisors
Virginia
$368K -$1.05K -19 -0.3%
S
367
SignatureFD
Georgia
$367K +$135K +2,438 +58%
QL
368
Quarry LP
New York
$367K +$280K +5,065 +320%
IC
369
Iconiq Capital
California
$366K +$366K +6,628 New
PCP
370
Proficio Capital Partners
Massachusetts
$358K
Allianz Asset Management
371
Allianz Asset Management
Germany
$357K -$207K -3,746 -37%
NFA
372
Northwest Financial Advisors
Virginia
$347K +$221 +4 +0.1%
FRM
373
Fox Run Management
Connecticut
$345K +$345K +6,248 New
NS
374
NBC Securities
Alabama
$345K -$497 -9 -0.1%
S
375
SimplyRich
California
$345K