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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 %
DZ Bank
376
DZ Bank
Germany
$343K +$237K +4,287 +223%
MC
377
Moors & Cabot
Massachusetts
$342K +$1.44K +26 +0.4%
DA
378
Denali Advisors
California
$339K +$339K +6,134 New
GIA
379
Gateway Investment Advisers
Ohio
$332K
EWM
380
Evercore Wealth Management
New York
$329K -$13.8K -250 -4%
KAS
381
Kestra Advisory Services
Texas
$326K -$37.6K -681 -10%
MIM
382
Moseley Investment Management
Florida
$321K
BAM
383
Berkshire Asset Management
Pennsylvania
$320K +$1.88K +34 +0.6%
LM
384
Lincluden Management
Ontario, Canada
$319K
CSIC
385
Clifford Swan Investment Counsel
California
$318K
BONST
386
Bank of Nova Scotia Trust
Ontario, Canada
$317K +$18.1K +328 +6%
GCM
387
GoodHaven Capital Management
New Jersey
$316K -$509K -9,201 -62%
UCFA
388
United Capital Financial Advisors
Texas
$314K +$17.9K +324 +6%
NW
389
NewEdge Wealth
Pennsylvania
$314K +$5.48K +90 +2%
MAM
390
Morse Asset Management
Connecticut
$313K +$49.6K +898 +19%
SC
391
Searle & Co
Connecticut
$313K
YMRC
392
Yorktown Management & Research Company
Virginia
$312K
HWM
393
Hemington Wealth Management
Virginia
$310K -$3.87K -70 -1%
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$308K +$3.04K +55 +1%
MOS
395
MGO One Seven
Ohio
$304K +$304K +5,505 New
MLA
396
My Legacy Advisors
Oregon
$304K -$5.37K -95 -2%
Fisher Asset Management
397
Fisher Asset Management
Washington
$296K +$296K +5,363 New
VWM
398
Venturi Wealth Management
Texas
$296K -$28.7K -520 -9%
RWM
399
Ritholtz Wealth Management
New York
$290K -$429K -7,764 -60%
FC
400
FORA Capital
Florida
$286K -$852K -15,417 -75%