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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 %
WSFS
401
Wilmington Savings Fund Society
Delaware
$286K -$52.7K -953 -16%
GC
402
Gilbert & Cook
Iowa
$285K +$884 +16 +0.3%
RRA
403
Round Rock Advisors
Connecticut
$285K
SAM
404
Silvercrest Asset Management
New York
$285K
KeyBank National Association
405
KeyBank National Association
Ohio
$284K +$23.3K +422 +9%
PCM
406
Parsons Capital Management
Rhode Island
$283K
ATC
407
Argent Trust Co
Tennessee
$278K -$93.6K -1,694 -25%
GCP
408
GSA Capital Partners
United Kingdom
$277K +$277K +5,016 New
AGC
409
Aspen Grove Capital
Colorado
$277K
HIMC
410
Heritage Investors Management Corp
Maryland
$274K
TPM
411
Triasima Portfolio Management
Quebec, Canada
$272K -$266K -4,811 -49%
TCA
412
Transcend Capital Advisors
New Jersey
$272K -$1.11K -20 -0.4%
LIC
413
Laurus Investment Counsel
Canada
$267K
VF
414
Virtu Financial
New York
$262K -$36.2K -655 -12%
HH
415
Hilltop Holdings
Texas
$255K -$12.5K -227 -5%
PMAM
416
Picton Mahoney Asset Management
Ontario, Canada
$252K +$252K +4,571 New
Mercer Global Advisors
417
Mercer Global Advisors
Colorado
$250K +$10.1K +183 +4%
CIA
418
Compass Ion Advisors
Pennsylvania
$250K
ECM
419
Evergreen Capital Management
Washington
$250K +$250K +4,521 New
SAG
420
SageView Advisory Group
California
$245K +$245K +3,904 New
SWP
421
Stratos Wealth Partners
Ohio
$244K +$7.3K +132 +3%
WTA
422
Washington Trust Advisors
Massachusetts
$241K -$7.46K -135 -3%
AFO
423
Allie Family Office
Florida
$238K
FFN
424
Focus Financial Network
Minnesota
$234K -$11.1K -200 -5%
Jones Financial Companies
425
Jones Financial Companies
Missouri
$232K +$53.3K +966 +30%