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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 %
PC
501
Promus Capital
Illinois
$11.5K
FFO
502
Fortitude Family Office
Arizona
$10K
FWM
503
FSA Wealth Management
Massachusetts
$9.5K
LWMI
504
Legacy Wealth Management (Idaho)
Idaho
$9.21K
KPP
505
Kings Path Partners
Texas
$9.11K
ZBNA
506
Zions Bancorporation, National Association
Utah
$8.92K +$8.92K +184 New
CAM
507
Costello Asset Management
Pennsylvania
$7.75K +$4.07K +84 +111%
DAM
508
Delta Asset Management
Tennessee
$7.51K
GWS
509
Greykasell Wealth Strategies
California
$7.22K +$7.22K +149 New
SAM
510
Smartleaf Asset Management
Massachusetts
$6.89K -$679 -14 -9%
CPA
511
Compass Planning Associates
Massachusetts
$6.54K +$48 +1 +0.7%
CFO
512
CVA Family Office
Colorado
$6.4K -$533 -11 -8%
NECFA
513
New England Capital Financial Advisors
Connecticut
$6.38K +$48 +1 +0.8%
AssetMark Inc
514
AssetMark Inc
California
$6.3K
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.27K +$6.27K +124 New
JFA
516
JNBA Financial Advisors
Minnesota
$6.25K
NC
517
North Capital
Utah
$5.43K +$5.43K +112 New
ACM
518
Accent Capital Management
Ohio
$5.14K
HCP
519
Hexagon Capital Partners
Arkansas
$5.09K +$3.39K +70 +200%
PSFG
520
Park Square Financial Group
Georgia
$4.85K
GWSG
521
GPS Wealth Strategies Group
Colorado
$4.85K
WPWM
522
Western Pacific Wealth Management
Illinois
$4.7K
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.36K -$2.71K -56 -38%
DWM
524
Darwin Wealth Management
Florida
$4.28K
FGA
525
Fortis Group Advisors
New Jersey
$4.07K