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Brookfield Asset Management

585 hedge funds and large institutions have $72.2B invested in Brookfield Asset Management in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 168 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more capital invested

Capital invested by funds: $16.1B → $72.2B (+$56B)

69% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $24.2M

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

23.96% more ownership

Funds ownership: 66.97%90.93% (+24%)

18% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 168

3% more funds holding

Funds holding: 570585 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
585
Holders Change
+15
Holders Change %
+2.63%
% of All Funds
7.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
84
Increased
198
Reduced
168
Closed
57
Calls
$40.7M
Puts
$24.2M
Net Calls
+$16.6M
Net Calls Change
+$9.86M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
476
Shell Asset Management
Netherlands
$43K -$2.02K -37 -4%
POIA
477
Pin Oak Investment Advisors
Texas
$43K
NA
478
NewEdge Advisors
Louisiana
$41.7K +$164 +3 +0.3%
GIS
479
Grayhawk Investment Strategies
Alberta, Canada
$34.4K
AAP
480
Arax Advisory Partners
Colorado
$32.4K +$36.4K +668 New
WT
481
Washington Trust
Rhode Island
$31K -$23.1K -423 -40%
MHIP
482
Mountain Hill Investment Partners
New Jersey
$28.9K
IA
483
IFP Advisors
Florida
$28.1K +$600 +11 +2%
RF
484
Rossby Financial
Florida
$27.7K +$28.5K +523 New
CA
485
CoreCap Advisors
Michigan
$27.4K
TCOV
486
Trust Company of Vermont
Vermont
$27.2K
PFPT
487
Pinnacle Financial Partners (Tennessee)
Tennessee
$26.8K
Nisa Investment Advisors
488
Nisa Investment Advisors
Missouri
$26.1K
DJSG
489
D.J. St. Germain
Massachusetts
$26K +$29.2K +536 New
CFB
490
Cullen/Frost Bankers
Texas
$25.4K -$23.5K -432 -45%
AF
491
Allworth Financial
California
$24.2K +$2.07K +38 +9%
HC
492
Hara Capital
Washington
$21.9K -$36.9K -677 -60%
SWM
493
Spire Wealth Management
Virginia
$21.4K
FHA
494
First Horizon Advisors
Tennessee
$21.2K +$14.4K +265 +154%
Acadian Asset Management
495
Acadian Asset Management
Massachusetts
$21K
BFP
496
Briaud Financial Planning
Texas
$19K
GI
497
GAMMA Investing
California
$18.8K
SHIM
498
Stone House Investment Management
Pennsylvania
$18.6K +$21K +385 New
CB
499
Community Bank
New York
$18.5K
SO
500
Sierra Ocean
California
$18.1K +$15.4K +282 +310%