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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 %
QT
426
Quantbot Technologies
New York
$122K +$122K +2,514 New
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$118K -$25K -514 -17%
LC
428
Lindbrook Capital
California
$117K +$11.6K +239 +11%
HNB
429
Huntington National Bank
Ohio
$109K -$57.8K -1,192 -35%
FMP
430
Financial Management Professionals
Texas
$103K +$37K +763 +56%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$97.6K +$14.5K +299 +17%
GA
432
GoalVest Advisory
New York
$96.4K
WAM
433
Wolverine Asset Management
Illinois
$95.6K
TSMHT
434
Thurston Springer Miller Herd & Titak
Indiana
$94.3K +$34.9K +720 +59%
DZ Bank
435
DZ Bank
Germany
$93.3K
AIM
436
Anchor Investment Management
South Carolina
$87.9K -$1.36K -28 -2%
DI
437
DAGCO Inc
Ohio
$85.5K +$85.5K +1,765 New
PFBT
438
Parkside Financial Bank & Trust
Missouri
$83.1K
EWA
439
EverSource Wealth Advisors
Alabama
$80.2K +$1.7K +35 +2%
FP
440
Financial Perspectives
Minnesota
$78.5K
CH
441
Cromwell Holdings
Wyoming
$77.1K
QL
442
Quarry LP
New York
$76.6K +$76.6K +1,582 New
CT
443
Clearstead Trust
Maine
$76.3K
PA
444
Parallel Advisors
California
$75.5K +$34.8K +719 +86%
KFI
445
Key Financial Inc
Pennsylvania
$73.2K
EI
446
eCIO Inc
Wisconsin
$64.4K +$64.4K +1,329 New
HDIM
447
Hanson & Doremus Investment Management
Vermont
$63K
HPC
448
HM Payson & Co
Maine
$63K
CA
449
Continuum Advisory
Idaho
$61.5K +$2.67K +55 +5%
FFA
450
Farther Finance Advisors
California
$60.9K +$2.57K +52 +4%