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Brookfield Asset Management

522 hedge funds and large institutions have $11.3B invested in Brookfield Asset Management in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 184 increasing their positions, 156 reducing their positions, and 44 closing their positions.

Holders
522
Holders Change
+41
Holders Change %
+8.52%
% of All Funds
7.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
184
Reduced
156
Closed
44
Calls
$22.2M
Puts
$41.8M
Net Calls
-$19.6M
Net Calls Change
+$29.1M
Name Market Value Shares Shares
Change
Shares
Change %
FMP
401
Financial Management Professionals
Texas
$52K 1,377 +1,163 +543%
LB
402
Legacy Bridge
Iowa
$51.9K 1,363 +1,363 New
HFS
403
HBC Financial Services
Washington
$50K 1,200 +200 +20%
HPC
404
HM Payson & Co
Maine
$49.5K 1,300
HDIM
405
Hanson & Doremus Investment Management
Vermont
$49K 1,298 -450 -26%
PTC
406
Private Trust Company
Ohio
$45.7K 1,201 +144 +14%
UB
407
UMB Bank
Missouri
$41K 1,078 -856 -44%
WT
408
Washington Trust
Rhode Island
$40.4K 1,063 +640 +151%
AA
409
Addison Advisors
Vermont
$40.1K 1,054
Jones Financial Companies
410
Jones Financial Companies
Missouri
$39.5K 1,037 +1,037 New
PA
411
Parallel Advisors
California
$39.3K 1,033 +804 +351%
BL
412
BFSG LLC
California
$38.3K 1,007 -242 -19%
TSMHT
413
Thurston Springer Miller Herd & Titak
Indiana
$38.3K 1,007 -4,091 -80%
CA
414
Clearstead Advisors
Ohio
$37K 972 -188 -16%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$37K 971 -185 -16%
GIS
416
Grayhawk Investment Strategies
Alberta, Canada
$36.6K 702
RFS
417
Richardson Financial Services
Massachusetts
$36.5K 960 +755 +368%
HI
418
Harbour Investments
Wisconsin
$35.7K 939
HIM
419
Hillsdale Investment Management
Ontario, Canada
$34.3K 900 -398 -31%
POIA
420
Pin Oak Investment Advisors
Texas
$34K 893
GRP
421
Global Retirement Partners
California
$33.4K 877 +189 +27%
CA
422
Continuum Advisory
Idaho
$29.7K 780 +285 +58%
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$29.6K 777 +385 +98%
MFG
424
Mendota Financial Group
Wisconsin
$28.5K 750
S
425
SignatureFD
Georgia
$27.2K 714 +214 +43%