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 %
TCOV
476
Trust Company of Vermont
Vermont
$27.2K
PFP
477
Pinnacle Financial Partners
Tennessee
$26.8K
Nisa Investment Advisors
478
Nisa Investment Advisors
Missouri
$26.1K
DJSG
479
D.J. St. Germain
Massachusetts
$26K +$26K +536 New
CFB
480
Cullen/Frost Bankers
Texas
$25.4K -$20.9K -432 -45%
AF
481
Allworth Financial
California
$24.2K +$1.99K +38 +9%
HC
482
Hara Capital
Washington
$21.9K -$32.8K -677 -60%
SWM
483
Spire Wealth Management
Virginia
$21.4K
FHA
484
First Horizon Advisors
Tennessee
$21.2K +$12.8K +265 +154%
Acadian Asset Management
485
Acadian Asset Management
Massachusetts
$21K
BFP
486
Briaud Financial Planning
Texas
$19K
GI
487
GAMMA Investing
California
$18.8K
SHIM
488
Stone House Investment Management
Pennsylvania
$18.6K +$18.6K +385 New
CB
489
Community Bank
New York
$18.5K
SO
490
Sierra Ocean
California
$18.1K +$13.7K +282 +310%
ECM
491
EMC Capital Management
Texas
$17K
AWM
492
Avior Wealth Management
Nebraska
$17K -$465K -9,600 -96%
PWMG
493
Prestige Wealth Management Group
New Jersey
$16K
ADL
494
Asset Dedication LLC
California
$14.8K -$1.6K -33 -10%
MHR
495
Matthew Hamilton Rosenberg
$14.8K
PB
496
Pinnacle Bancorp
Nebraska
$12.7K
M
497
MOTCO
Texas
$12K
Lazard Asset Management
498
Lazard Asset Management
New York
$12K -$1.33K -28 -10%
WF
499
Wayfinding Financial
Washington
$12K +$12K +250 New
CSP
500
Cary Street Partners
Virginia
$12K -$436 -9 -4%