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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 %
HI
351
Hendershot Investments
Virginia
$347K
SDWMA
352
Schneider Downs Wealth Management Advisors
Pennsylvania
$346K
CAS
353
CTC Alternative Strategies
Illinois
$329K +$329K +6,800 New
KPWS
354
Kestra Private Wealth Services
Texas
$329K +$97.2K +2,006 +42%
BAM
355
Berkshire Asset Management
Pennsylvania
$327K +$327K +5,755 New
ATC
356
Argent Trust Co
Tennessee
$326K -$37.9K -783 -10%
Mirae Asset Global Investments
357
Mirae Asset Global Investments
South Korea
$325K -$130K -2,690 -29%
HWA
358
Heritage Wealth Advisors
Virginia
$323K -$242 -5 -0.1%
Credit Agricole
359
Credit Agricole
France
$322K -$24.2K -500 -7%
TC
360
TwinBeech Capital
New York
$321K +$321K +6,635 New
AV
361
ASR Vermogensbeheer
Netherlands
$319K +$319K +6,595 New
KAS
362
Kestra Advisory Services
Texas
$319K -$3.73K -77 -1%
1C
363
111 Capital
France
$318K +$318K +6,564 New
PCP
364
Proficio Capital Partners
Massachusetts
$314K
CI
365
Cigna Investments
Connecticut
$313K -$13.7K -284 -4%
PSP
366
Principal Street Partners
Tennessee
$307K +$581 +12 +0.2%
Dimensional Fund Advisors
367
Dimensional Fund Advisors
Texas
$306K +$242 +5 +0.1%
IWC
368
Integrated Wealth Concepts
Massachusetts
$306K -$6.06K -125 -2%
NFA
369
Northwest Financial Advisors
Virginia
$304K +$242 +5 +0.1%
S
370
SimplyRich
California
$303K
NS
371
NBC Securities
Alabama
$303K +$303K +6,252 +104,200%
YCM
372
Yousif Capital Management
Michigan
$303K
EWM
373
Evercore Wealth Management
New York
$300K
PGAM
374
Princeton Global Asset Management
New Jersey
$299K
MC
375
Moors & Cabot
Massachusetts
$298K -$116K -2,386 -28%