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Brookfield Asset Management

599 hedge funds and large institutions have $82.7B invested in Brookfield Asset Management in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 205 increasing their positions, 178 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$123M
Puts
$92.5M
Net Calls
Net Calls Change

Top Sellers

1 -$429M
2 -$83.5M
3 -$73.4M
4
Marshall Wace
Marshall Wace
United Kingdom
-$63.1M
5
Jane Street
Jane Street
New York
-$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
376
NBC Securities
Alabama
$345K
S
377
SimplyRich
California
$345K
DZ Bank
378
DZ Bank
Germany
$343K
MC
379
Moors & Cabot
Massachusetts
$342K
DA
380
Denali Advisors
California
$339K
GIA
381
Gateway Investment Advisers
Ohio
$332K
EWM
382
Evercore Wealth Management
New York
$329K
KAS
383
Kestra Advisory Services
Texas
$326K
MIM
384
Moseley Investment Management
Florida
$321K
BAM
385
Berkshire Asset Management
Pennsylvania
$320K
LM
386
Lincluden Management
Ontario, Canada
$319K
CSIC
387
Clifford Swan Investment Counsel
California
$318K
BONST
388
Bank of Nova Scotia Trust
Ontario, Canada
$317K
GCM
389
GoodHaven Capital Management
New Jersey
$316K
SA
390
Sanctuary Advisors
Indiana
$315K
UCFA
391
United Capital Financial Advisors
Texas
$314K
NW
392
NewEdge Wealth
Pennsylvania
$314K
MAM
393
Morse Asset Management
Connecticut
$313K
SC
394
Searle & Co
Connecticut
$313K
YMRC
395
Yorktown Management & Research Company
Virginia
$312K
HWM
396
Hemington Wealth Management
Virginia
$310K
CSPIA
397
Cary Street Partners Investment Advisory
Virginia
$308K
MOS
398
MGO One Seven
Ohio
$304K
MLA
399
My Legacy Advisors
Oregon
$304K
Fisher Asset Management
400
Fisher Asset Management
Washington
$296K