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Brookfield Asset Management
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Overview Fund Activity

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$293M
2
State Street
2
State Street
Massachusetts
$195M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.2B
4
Fidelity International
4
Fidelity International
Bermuda
$748M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$244M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$905M
2
Millennium Management
2
Millennium Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$24.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$2.96M
5
Jane Street
5
Jane Street
New York
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$225K +$225K +4,078 New
AWA
427
Arkadios Wealth Advisors
Georgia
$225K +$225K +4,073 New
CGA
428
Crescent Grove Advisors
Illinois
$219K +$219K +3,957 New
BC
429
Belmont Capital
California
$216K – – –
PP
430
PDS Planning
Ohio
$214K +$214K +3,870 New
SC
431
Syon Capital
California
$213K +$213K +3,851 New
BRWA
432
B. Riley Wealth Advisors
Florida
$212K +$212K +3,836 New
FM
433
Family Management
New York
$209K +$209K +3,788 New
VCA
434
Verdence Capital Advisors
Maryland
$209K +$209K +3,777 New
AQR Capital Management
435
AQR Capital Management
Connecticut
$208K -$59.8K -1,081 -22%
HBCM
436
Heron Bay Capital Management
Michigan
$208K +$208K +3,759 New
OAM
437
Oppenheimer Asset Management
New York
$207K +$207K +3,753 New
DAS
438
Diversify Advisory Services
Utah
$207K +$207K +3,304 New
Simplex Trading
439
Simplex Trading
Illinois
$206K +$206K +3,729 New
WANY
440
Wealthspire Advisors (New York)
New York
$204K +$204K +3,688 New
IWA
441
Icon Wealth Advisors
Texas
$203K – – –
ACM
442
Advisors Capital Management
New Jersey
$201K +$201K +3,635 New
TPA
443
Trivium Point Advisory
Connecticut
$200K +$200K +3,627 New
LWA
444
Lineweaver Wealth Advisors
Ohio
$200K +$200K +3,622 New
SS
445
SBI Securities
Japan
$191K +$13.8K +250 +8%
VCM
446
Versant Capital Management
Arizona
$148K -$1.49K -27 -1%
Public Employees Retirement Association of Colorado
447
Public Employees Retirement Association of Colorado
Colorado
$144K – – –
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$139K – – –
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$139K +$4.76K +86 +4%
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$139K +$27.5K +497 +25%
16 17
18
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