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Brookfield Asset Management

585 hedge funds and large institutions have $72.2B invested in Brookfield Asset Management in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 168 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more capital invested

Capital invested by funds: $16.1B → $72.2B (+$56B)

69% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $24.2M

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

23.96% more ownership

Funds ownership: 66.97%90.93% (+24%)

18% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 168

3% more funds holding

Funds holding: 570585 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
585
Holders Change
+15
Holders Change %
+2.63%
% of All Funds
7.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
84
Increased
198
Reduced
168
Closed
57
Calls
$40.7M
Puts
$24.2M
Net Calls
+$16.6M
Net Calls Change
+$9.86M
Name Holding Trade Value Shares
Change
Change in
Stake
S
376
SimplyRich
California
$303K
NS
377
NBC Securities
Alabama
$303K +$341K +6,252 +104,200%
YCM
378
Yousif Capital Management
Michigan
$303K
EWM
379
Evercore Wealth Management
New York
$300K
PGAM
380
Princeton Global Asset Management
New Jersey
$299K
MC
381
Moors & Cabot
Massachusetts
$298K -$130K -2,386 -28%
WSFS
382
Wilmington Savings Fund Society
Delaware
$297K +$1.8K +33 +0.5%
GIA
383
Gateway Investment Advisers
Ohio
$291K -$144K -2,645 -31%
VWM
384
Venturi Wealth Management
Texas
$284K +$8.88K +163 +3%
MIM
385
Moseley Investment Management
Florida
$282K
IA
386
Integrity Alliance
Iowa
$281K +$316K +5,797 New
PIA
387
Powell Investment Advisors
Florida
$280K -$9.54K -175 -3%
LM
388
Lincluden Management
Ontario, Canada
$280K
CSIC
389
Clifford Swan Investment Counsel
California
$279K
CL
390
Choreo LLC
Illinois
$278K -$237K -4,349 -43%
FT
391
Fiduciary Trust
Massachusetts
$276K -$8.12K -149 -3%
HWM
392
Hemington Wealth Management
Virginia
$275K -$1.04K -19 -0.3%
SC
393
Searle & Co
Connecticut
$274K
YMRC
394
Yorktown Management & Research Company
Virginia
$273K
SA
395
Sanctuary Advisors
Indiana
$269K -$821K -15,061 -73%
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$268K -$16.6K -305 -5%
MLA
397
My Legacy Advisors
Oregon
$265K +$4.58K +84 +2%
BONST
398
Bank of Nova Scotia Trust
Ontario, Canada
$262K +$9.48K +174 +3%
VF
399
Virtu Financial
New York
$261K +$294K +5,396 New
UCFA
400
United Capital Financial Advisors
Texas
$259K +$218 +4 +0.1%