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Brookfield Asset Management

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
451
Shell Asset Management
Netherlands
$135K +$86K +1,562 +176%
PA
452
Parallel Advisors
California
$133K +$46.9K +849 +54%
AF
453
Advisornet Financial
Minnesota
$129K +$129K +2,325 New
GA
454
GoalVest Advisory
New York
$121K +$10.5K +190 +10%
AAP
455
Arax Advisory Partners
Colorado
$116K +$4.34K +26 +4%
WAM
456
Wolverine Asset Management
Illinois
$109K
FMP
457
Financial Management Professionals
Texas
$109K -$9.07K -164 -8%
TSMHT
458
Thurston Springer Miller Herd & Titak
Indiana
$108K
HNB
459
Huntington National Bank
Ohio
$104K -$20.4K -369 -16%
DI
460
DAGCO Inc
Ohio
$97.6K
AIM
461
Anchor Investment Management
South Carolina
$97.2K -$3.1K -56 -3%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$94.8K
CT
463
Clearstead Trust
Maine
$92.7K +$5.58K +101 +6%
FP
464
Financial Perspectives
Minnesota
$89.6K
CH
465
Cromwell Holdings
Wyoming
$88K
PTC
466
Private Trust Company
Ohio
$84.7K +$15.5K +281 +22%
KFI
467
Key Financial Inc
Pennsylvania
$83.6K
AA
468
Addison Advisors
Vermont
$77.8K +$19.5K +353 +33%
LI
469
Louisbourg Investments
New Brunswick, Canada
$77.5K -$2.69M -48,750 -97%
HDIM
470
Hanson & Doremus Investment Management
Vermont
$72K
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$68.6K +$10K +181 +17%
RFS
472
Richardson Financial Services
Massachusetts
$65.4K -$549 -10 -0.8%
PWA
473
Provenance Wealth Advisors
Florida
$62.1K
TCOV
474
Trust Company of Vermont
Vermont
$59.2K +$28.1K +508 +90%
LFG
475
Larson Financial Group
Missouri
$58.4K -$2.21K -40 -4%