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Brookfield Asset Management

595 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, 204 increasing their positions, 176 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$123M
Puts
$92.5M
Net Calls
Net Calls Change

Top Sellers

1 -$429M
2 -$83.5M
3 -$73.4M
4
Marshall Wace
Marshall Wace
United Kingdom
-$63.1M
5
Jane Street
Jane Street
New York
-$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
426
Jones Financial Companies
Missouri
$232K
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$225K
AWA
428
Arkadios Wealth Advisors
Georgia
$225K
CGA
429
Crescent Grove Advisors
Illinois
$219K
BC
430
Belmont Capital
California
$216K
PP
431
PDS Planning
Ohio
$214K
SC
432
Syon Capital
California
$213K
BRWA
433
B. Riley Wealth Advisors
Florida
$212K
FM
434
Family Management
New York
$209K
VCA
435
Verdence Capital Advisors
Maryland
$209K
AQR Capital Management
436
AQR Capital Management
Connecticut
$208K
HBCM
437
Heron Bay Capital Management
Michigan
$208K
OAM
438
Oppenheimer Asset Management
New York
$207K
DAS
439
Diversify Advisory Services
Utah
$207K
Simplex Trading
440
Simplex Trading
Illinois
$206K
WANY
441
Wealthspire Advisors (New York)
New York
$204K
IWA
442
Icon Wealth Advisors
Texas
$203K
ACM
443
Advisors Capital Management
New Jersey
$201K
TPA
444
Trivium Point Advisory
Connecticut
$200K
LWA
445
Lineweaver Wealth Advisors
Ohio
$200K
SS
446
SBI Securities
Japan
$191K
VCM
447
Versant Capital Management
Arizona
$148K
Public Employees Retirement Association of Colorado
448
Public Employees Retirement Association of Colorado
Colorado
$144K
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$139K
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$139K