BAM icon

Brookfield Asset Management

544 hedge funds and large institutions have $13.6B invested in Brookfield Asset Management in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+22
Holders Change %
+4.21%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
76
Increased
151
Reduced
190
Closed
47
Calls
$29.6M
Puts
$17.6M
Net Calls
+$12M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
451
Wintrust Investments
Illinois
$26K -$245K -5,290 -90%
Nisa Investment Advisors
452
Nisa Investment Advisors
Missouri
$25.5K
NA
453
NewEdge Advisors
Louisiana
$25.2K
GRP
454
Global Retirement Partners
California
$24.5K -$16.9K -358 -41%
PFP
455
Pinnacle Financial Partners
Tennessee
$23.4K -$439K -9,280 -95%
AF
456
Allworth Financial
California
$19.8K -$8.23K -174 -29%
M
457
MOTCO
Texas
$19.8K +$8.04K +170 +69%
BFP
458
Briaud Financial Planning
Texas
$19K
CB
459
Community Bank
New York
$18.1K
MHR
460
Matthew Hamilton Rosenberg
$17.9K
ADL
461
Asset Dedication LLC
California
$16K
PWMG
462
Prestige Wealth Management Group
New Jersey
$15.7K +$10.6K +224 +209%
Fifth Third Bancorp
463
Fifth Third Bancorp
Ohio
$15.6K +$11.7K +247 +298%
BTI
464
Blue Trust Inc
Georgia
$14.8K +$12K +315 +432%
PS
465
Planned Solutions
California
$14.2K +$14.2K +300 New
Lazard Asset Management
466
Lazard Asset Management
New York
$14K
GI
467
GAMMA Investing
California
$14K -$5.72K -121 -29%
CAS
468
Coppell Advisory Solutions
Texas
$13.5K
RWM
469
Reston Wealth Management
Virginia
$13.1K +$13.1K +276 New
OC
470
Oarsman Capital
Wisconsin
$11.6K +$11.6K +245 New
LWMI
471
Legacy Wealth Management (Idaho)
Idaho
$10.8K +$10.8K +190 New
LIS
472
Legacy Investment Solutions
Idaho
$10.8K +$10.8K +190 New
GM
473
GeoWealth Management
Illinois
$9.65K +$9.65K +204 New
FWM
474
FSA Wealth Management
Massachusetts
$9.27K +$9.27K +196 New
KPP
475
Kings Path Partners
Texas
$8.89K