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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 %
CH
426
Cromwell Holdings
Wyoming
$86.2K
CT
427
Clearstead Trust
Maine
$85.3K +$85.3K +1,575 New
KFI
428
Key Financial Inc
Pennsylvania
$82K +$4.93K +91 +6%
GRP
429
Global Retirement Partners
California
$76.2K +$48.1K +887 +171%
Simplex Trading
430
Simplex Trading
Illinois
$76K -$66.7K -1,245 -47%
HFS
431
HBC Financial Services
Washington
$75K
FMP
432
Financial Management Professionals
Texas
$74.4K +$3.04K +56 +4%
LB
433
Legacy Bridge
Iowa
$73.9K
HPC
434
HM Payson & Co
Maine
$70.4K
HDIM
435
Hanson & Doremus Investment Management
Vermont
$70K
TSMHT
436
Thurston Springer Miller Herd & Titak
Indiana
$66.5K +$17.3K +319 +35%
CA
437
Continuum Advisory
Idaho
$65.8K +$5.69K +105 +9%
PTC
438
Private Trust Company
Ohio
$65.1K
FFA
439
Farther Finance Advisors
California
$63.9K -$2.22K -41 -3%
RPA
440
Redwood Park Advisors
California
$63.8K +$63.8K +1,177 New
QC
441
Quent Capital
New York
$61.2K -$325 -6 -0.5%
HC
442
Hara Capital
Washington
$61.1K +$30.6K +564 +100%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$60.7K +$9.21K +170 +18%
RFS
444
Richardson Financial Services
Massachusetts
$60K +$7.64K +140 +15%
WT
445
Washington Trust
Rhode Island
$57.6K
AA
446
Addison Advisors
Vermont
$57.1K
BCWM
447
Bartlett & Co Wealth Management
Ohio
$56.1K
BL
448
BFSG LLC
California
$54.6K
KI
449
Kapitalo Investimentos
Brazil
$53.9K +$53.9K +995 New
CFB
450
Cullen/Frost Bankers
Texas
$51.9K