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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 %
BCWM
476
Bartlett & Co Wealth Management
Ohio
$57.2K
BL
477
BFSG LLC
California
$55.7K
DFA
478
DHJJ Financial Advisors
Illinois
$55.3K +$55.3K +1,000 +100,000%
PGAM
479
Princeton Global Asset Management
New Jersey
$55.3K -$285K -5,162 -84%
FHA
480
First Horizon Advisors
Tennessee
$55K +$30.8K +558 +128%
HI
481
Harbour Investments
Wisconsin
$52K
EWA
482
EverSource Wealth Advisors
Alabama
$50.9K -$40.6K -735 -44%
LB
483
Legacy Bridge
Iowa
$50.3K
NA
484
NewEdge Advisors
Louisiana
$47K -$608 -11 -1%
POIA
485
Pin Oak Investment Advisors
Texas
$43K
TRCT
486
Tower Research Capital (TRC)
New York
$42.2K -$562K -10,174 -93%
SHM
487
Sagard Holdings Management
Ontario, Canada
$39.3K +$39.3K +710 New
CFB
488
Cullen/Frost Bankers
Texas
$33.9K +$4.87K +88 +17%
MHIP
489
Mountain Hill Investment Partners
New Jersey
$33K
TC
490
Truvestments Capital
Florida
$32.4K -$19.3K -350 -37%
IA
491
IFP Advisors
Florida
$32.3K +$276 +5 +0.9%
GRP
492
Global Retirement Partners
California
$31.9K +$31.9K +577 New
AF
493
Allworth Financial
California
$31.7K +$6.19K +112 +24%
CA
494
CoreCap Advisors
Michigan
$31.3K
DJSG
495
D.J. St. Germain
Massachusetts
$29.6K
MCM
496
Manchester Capital Management
Vermont
$28.8K +$24.4K +442 +559%
CIAM
497
Caitong International Asset Management
Hong Kong
$25.8K +$23.9K +432 +1,271%
HC
498
Hara Capital
Washington
$24.9K
GI
499
GAMMA Investing
California
$23.8K +$2.38K +43 +11%
AssetMark Inc
500
AssetMark Inc
California
$22.8K +$15.6K +282 +217%