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Brookfield Asset Management

585 hedge funds and large institutions have $72.2B invested in Brookfield Asset Management in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 168 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more capital invested

Capital invested by funds: $16.1B → $72.2B (+$56B)

69% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $24.2M

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

23.96% more ownership

Funds ownership: 66.97%90.93% (+24%)

18% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 168

3% more funds holding

Funds holding: 570585 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
585
Holders Change
+15
Holders Change %
+2.63%
% of All Funds
7.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
84
Increased
198
Reduced
168
Closed
57
Calls
$40.7M
Puts
$24.2M
Net Calls
+$16.6M
Net Calls Change
+$9.86M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
401
Holt Capital Partners
Texas
$258K
RRA
402
Round Rock Advisors
Connecticut
$250K
SAM
403
Silvercrest Asset Management
New York
$249K
GC
404
Gilbert & Cook
Iowa
$249K +$4.09K +75 +1%
PCM
405
Parsons Capital Management
Rhode Island
$248K
NW
406
NewEdge Wealth
Pennsylvania
$245K +$818 +15 +0.3%
AGC
407
Aspen Grove Capital
Colorado
$243K +$273K +5,006 New
HIMC
408
Heritage Investors Management Corp
Maryland
$240K
TCA
409
Transcend Capital Advisors
New Jersey
$239K
AQR Capital Management
410
AQR Capital Management
Connecticut
$235K +$264K +4,848 New
HH
411
Hilltop Holdings
Texas
$234K -$6.65K -122 -2%
LIC
412
Laurus Investment Counsel
Canada
$234K
MAM
413
Morse Asset Management
Connecticut
$231K +$54.5K +999 +26%
KeyBank National Association
414
KeyBank National Association
Ohio
$228K -$13.7K -251 -5%
CIA
415
Compass Ion Advisors
Pennsylvania
$219K
OC
416
Oppenheimer & Co
New York
$219K +$11K +202 +5%
WTA
417
Washington Trust Advisors
Massachusetts
$218K
FFN
418
Focus Financial Network
Minnesota
$215K +$11.9K +218 +5%
Mercer Global Advisors
419
Mercer Global Advisors
Colorado
$211K +$237K +4,347 New
AFO
420
Allie Family Office
Florida
$208K
SWP
421
Stratos Wealth Partners
Ohio
$208K -$7.58K -139 -3%
YIH
422
Y-Intercept (HK)
Hong Kong
$205K +$231K +4,230 New
S
423
SignatureFD
Georgia
$204K +$104K +1,913 +83%
BC
424
Belmont Capital
California
$190K +$214K +3,918 New
IWA
425
Icon Wealth Advisors
Texas
$178K +$84.1K +1,542 +72%