BAM icon

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 %
PTC
451
Private Trust Company
Ohio
$60.6K +$2.42K +50 +4%
RFS
452
Richardson Financial Services
Massachusetts
$58.1K +$4.85K +100 +9%
CCM
453
Coldstream Capital Management
Washington
$54.6K +$54.6K +1,128 New
PWA
454
Provenance Wealth Advisors
Florida
$54.5K -$58.7K -1,212 -52%
LFG
455
Larson Financial Group
Missouri
$53.2K +$48.6K +1,004 +1,080%
PIM
456
Plato Investment Management
Australia
$52.6K -$455K -9,294 -90%
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$51.4K -$2.91K -60 -5%
AA
458
Addison Advisors
Vermont
$51.1K
BCWM
459
Bartlett & Co Wealth Management
Ohio
$50.1K
QC
460
Quent Capital
New York
$49.6K -$5.03K -104 -9%
BL
461
BFSG LLC
California
$48.8K
RhumbLine Advisers
462
RhumbLine Advisers
Massachusetts
$48.3K -$45.5K -940 -49%
HI
463
Harbour Investments
Wisconsin
$45.5K +$678 +14 +2%
TC
464
Truvestments Capital
Florida
$45.4K +$20.9K +432 +86%
LB
465
Legacy Bridge
Iowa
$44K -$22K -454 -33%
SAM
466
Shell Asset Management
Netherlands
$43K -$1.79K -37 -4%
POIA
467
Pin Oak Investment Advisors
Texas
$43K
NA
468
NewEdge Advisors
Louisiana
$41.7K +$145 +3 +0.3%
GIS
469
Grayhawk Investment Strategies
Alberta, Canada
$34.4K
AAP
470
Arax Advisory Partners
Colorado
$32.4K +$32.4K +668 New
WT
471
Washington Trust
Rhode Island
$31K -$20.5K -423 -40%
MHIP
472
Mountain Hill Investment Partners
New Jersey
$28.9K
IA
473
IFP Advisors
Florida
$28.1K +$533 +11 +2%
RF
474
Rossby Financial
Florida
$27.7K +$27.7K +523 New
CA
475
CoreCap Advisors
Michigan
$27.4K