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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.

Holders
593
Holders Change
+20
Holders Change %
+3.49%
% of All Funds
7.96%
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 %
SWM
501
Spire Wealth Management
Virginia
$22.7K -$1.66K -30 -7%
AAG
502
Armstrong Advisory Group
Massachusetts
$22.7K +$22.7K +410 New
Acadian Asset Management
503
Acadian Asset Management
Massachusetts
$22K -$1.63K -30 -7%
BFP
504
Briaud Financial Planning
Texas
$22K
CB
505
Community Bank
New York
$21.1K
SO
506
Sierra Ocean
California
$20.6K
SFFS
507
Stonehage Fleming Financial Services
Jersey
$19.2K +$19.2K +348 New
PWMG
508
Prestige Wealth Management Group
New Jersey
$18.3K
ADL
509
Asset Dedication LLC
California
$16.9K
MHR
510
Matthew Hamilton Rosenberg
$16.9K
FFA
511
Farther Finance Advisors
California
$16.6K -$51.4K -930 -76%
SHIM
512
Stone House Investment Management
Pennsylvania
$15.7K -$5.52K -100 -26%
CTC
513
Central Trust Company
Missouri
$15.6K +$15.6K +282 New
M
514
MOTCO
Texas
$15.3K
Nisa Investment Advisors
515
Nisa Investment Advisors
Missouri
$14.8K -$15K -272 -50%
PB
516
Pinnacle Bancorp
Nebraska
$14.5K
CSP
517
Cary Street Partners
Virginia
$13.7K
PC
518
Promus Capital
Illinois
$13.1K
Lazard Asset Management
519
Lazard Asset Management
New York
$13K
SAM
520
Smartleaf Asset Management
Massachusetts
$12.1K +$4.3K +78 +55%
FFO
521
Fortitude Family Office
Arizona
$11.4K
CCM
522
Carderock Capital Management
Maryland
$11.1K +$11.1K +200 New
FWM
523
FSA Wealth Management
Massachusetts
$10.8K
LWMI
524
Legacy Wealth Management (Idaho)
Idaho
$10.5K
LIS
525
Legacy Investment Solutions
Idaho
$10.5K +$10.5K +190 New