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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 %
WSFS
376
Wilmington Savings Fund Society
Delaware
$297K +$1.6K +33 +0.5%
GIA
377
Gateway Investment Advisers
Ohio
$291K -$128K -2,645 -31%
VWM
378
Venturi Wealth Management
Texas
$284K +$7.9K +163 +3%
MIM
379
Moseley Investment Management
Florida
$282K
IA
380
Integrity Alliance
Iowa
$281K +$281K +5,797 New
PIA
381
Powell Investment Advisors
Florida
$280K -$8.48K -175 -3%
LM
382
Lincluden Management
Ontario, Canada
$280K
CSIC
383
Clifford Swan Investment Counsel
California
$279K
CL
384
Choreo LLC
Illinois
$278K -$211K -4,349 -43%
FT
385
Fiduciary Trust
Massachusetts
$276K -$7.22K -149 -3%
HWM
386
Hemington Wealth Management
Virginia
$275K -$920 -19 -0.3%
SC
387
Searle & Co
Connecticut
$274K
YMRC
388
Yorktown Management & Research Company
Virginia
$273K
CSPIA
389
Cary Street Partners Investment Advisory
Virginia
$268K -$14.8K -305 -5%
MLA
390
My Legacy Advisors
Oregon
$265K +$4.07K +84 +2%
BONST
391
Bank of Nova Scotia Trust
Ontario, Canada
$262K +$8.43K +174 +3%
VF
392
Virtu Financial
New York
$261K +$261K +5,396 New
UCFA
393
United Capital Financial Advisors
Texas
$259K +$194 +4 +0.1%
HCP
394
Holt Capital Partners
Texas
$258K
RRA
395
Round Rock Advisors
Connecticut
$250K
SAM
396
Silvercrest Asset Management
New York
$249K
GC
397
Gilbert & Cook
Iowa
$249K +$3.63K +75 +1%
PCM
398
Parsons Capital Management
Rhode Island
$248K
NW
399
NewEdge Wealth
Pennsylvania
$245K +$727 +15 +0.3%
AGC
400
Aspen Grove Capital
Colorado
$243K +$243K +5,006 New