BAM icon

Brookfield Asset Management

565 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 171 increasing their positions, 185 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+21
Holders Change %
+3.86%
% of All Funds
7.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
171
Reduced
185
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
401
Midland Wealth Advisors
Illinois
$203K +$203K +3,740 New
HBCM
402
Heron Bay Capital Management
Michigan
$201K +$201K +3,712 New
FIA
403
FNY Investment Advisers
New York
$195K +$195K +3,600 New
GWM
404
Geneos Wealth Management
Colorado
$195K +$195K +3,591 New
HNB
405
Huntington National Bank
Ohio
$187K +$4.28K +79 +2%
BNP Paribas Financial Markets
406
BNP Paribas Financial Markets
France
$183K +$183K +3,371 New
SS
407
SBI Securities
Japan
$177K +$177K +3,265 New
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$159K +$24.8K +459 +18%
SSG
409
Summit Securities Group
New York
$152K +$152K +2,800 New
Public Employees Retirement Association of Colorado
410
Public Employees Retirement Association of Colorado
Colorado
$141K
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$137K
Jones Financial Companies
412
Jones Financial Companies
Missouri
$134K +$64.1K +1,182 +91%
PWA
413
Provenance Wealth Advisors
Florida
$127K -$367K -6,767 -74%
S
414
SignatureFD
Georgia
$124K +$75.2K +1,387 +153%
LC
415
Lindbrook Capital
California
$118K +$20.1K +370 +21%
IWA
416
Icon Wealth Advisors
Texas
$115K
GA
417
GoalVest Advisory
New York
$108K
WAM
418
Wolverine Asset Management
Illinois
$107K -$37.9K -700 -26%
RhumbLine Advisers
419
RhumbLine Advisers
Massachusetts
$105K +$4.23K +78 +4%
DZ Bank
420
DZ Bank
Germany
$104K
AIM
421
Anchor Investment Management
South Carolina
$99.9K
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$93K +$4.5K +83 +5%
PFBT
423
Parkside Financial Bank & Trust
Missouri
$92.9K
EWA
424
EverSource Wealth Advisors
Alabama
$87.8K +$1.95K +36 +2%
FP
425
Financial Perspectives
Minnesota
$87.8K +$54 +1 +0.1%