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Brookfield Asset Management

595 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, 204 increasing their positions, 176 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
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
S
376
SimplyRich
California
$345K
DZ Bank
377
DZ Bank
Germany
$343K
MC
378
Moors & Cabot
Massachusetts
$342K
DA
379
Denali Advisors
California
$339K
GIA
380
Gateway Investment Advisers
Ohio
$332K
EWM
381
Evercore Wealth Management
New York
$329K
KAS
382
Kestra Advisory Services
Texas
$326K
MIM
383
Moseley Investment Management
Florida
$321K
BAM
384
Berkshire Asset Management
Pennsylvania
$320K
LM
385
Lincluden Management
Ontario, Canada
$319K
CSIC
386
Clifford Swan Investment Counsel
California
$318K
BONST
387
Bank of Nova Scotia Trust
Ontario, Canada
$317K
GCM
388
GoodHaven Capital Management
New Jersey
$316K
UCFA
389
United Capital Financial Advisors
Texas
$314K
NW
390
NewEdge Wealth
Pennsylvania
$314K
MAM
391
Morse Asset Management
Connecticut
$313K
SC
392
Searle & Co
Connecticut
$313K
YMRC
393
Yorktown Management & Research Company
Virginia
$312K
HWM
394
Hemington Wealth Management
Virginia
$310K
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$308K
MOS
396
MGO One Seven
Ohio
$304K
MLA
397
My Legacy Advisors
Oregon
$304K
Fisher Asset Management
398
Fisher Asset Management
Washington
$296K
VWM
399
Venturi Wealth Management
Texas
$296K
RWM
400
Ritholtz Wealth Management
New York
$290K