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Brookfield Asset Management

573 hedge funds and large institutions have $71.9B invested in Brookfield Asset Management in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 197 increasing their positions, 163 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+8
Holders Change %
+1.42%
% of All Funds
7.78%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
82
Increased
197
Reduced
163
Closed
57
Calls
$40.7M
Puts
$24.2M
Net Calls
+$16.6M
Net Calls Change
+$9.86M
Name Holding Trade Value Shares
Change
Shares
Change %
HIMC
401
Heritage Investors Management Corp
Maryland
$240K
TCA
402
Transcend Capital Advisors
New Jersey
$239K
AQR Capital Management
403
AQR Capital Management
Connecticut
$235K +$235K +4,848 New
HH
404
Hilltop Holdings
Texas
$234K -$5.91K -122 -2%
LIC
405
Laurus Investment Counsel
Canada
$234K
MAM
406
Morse Asset Management
Connecticut
$231K +$48.4K +999 +26%
KeyBank National Association
407
KeyBank National Association
Ohio
$228K -$12.2K -251 -5%
CIA
408
Compass Ion Advisors
Pennsylvania
$219K
OC
409
Oppenheimer & Co
New York
$219K +$9.79K +202 +5%
WTA
410
Washington Trust Advisors
Massachusetts
$218K
FFN
411
Focus Financial Network
Minnesota
$215K +$10.6K +218 +5%
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$211K +$211K +4,347 New
AFO
413
Allie Family Office
Florida
$208K
SWP
414
Stratos Wealth Partners
Ohio
$208K -$6.74K -139 -3%
YIH
415
Y-Intercept (HK)
Hong Kong
$205K +$205K +4,230 New
S
416
SignatureFD
Georgia
$204K +$92.7K +1,913 +83%
BC
417
Belmont Capital
California
$190K +$190K +3,918 New
IWA
418
Icon Wealth Advisors
Texas
$178K +$74.7K +1,542 +72%
Jones Financial Companies
419
Jones Financial Companies
Missouri
$157K +$37.3K +769 +31%
SS
420
SBI Securities
Japan
$155K -$2.96K -61 -2%
SCM
421
Sterling Capital Management
North Carolina
$139K -$304K -6,267 -69%
VCM
422
Versant Capital Management
Arizona
$131K +$91.7K +1,895 +231%
Public Employees Retirement Association of Colorado
423
Public Employees Retirement Association of Colorado
Colorado
$126K
SOW
424
State of Wyoming
Wyoming
$123K -$194K -4,002 -61%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$122K