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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
ECM
501
EMC Capital Management
Texas
$17K
AWM
502
Avior Wealth Management
Nebraska
$17K -$523K -9,600 -96%
PWMG
503
Prestige Wealth Management Group
New Jersey
$16K
ADL
504
Asset Dedication LLC
California
$14.8K -$1.8K -33 -10%
MHR
505
Matthew Hamilton Rosenberg
$14.8K
PB
506
Pinnacle Bancorp
Nebraska
$12.7K
M
507
MOTCO
Texas
$12K
Lazard Asset Management
508
Lazard Asset Management
New York
$12K -$1.53K -28 -10%
WF
509
Wayfinding Financial
Washington
$12K +$13.6K +250 New
CSP
510
Cary Street Partners
Virginia
$12K -$491 -9 -4%
PC
511
Promus Capital
Illinois
$11.5K
FFO
512
Fortitude Family Office
Arizona
$10K
FWM
513
FSA Wealth Management
Massachusetts
$9.5K
LWMI
514
Legacy Wealth Management (Idaho)
Idaho
$9.21K
KPP
515
Kings Path Partners
Texas
$9.11K
ZBNA
516
Zions Bancorporation, National Association
Utah
$8.91K +$10K +184 New
CAM
517
Costello Asset Management
Pennsylvania
$7.75K +$4.58K +84 +111%
DAM
518
Delta Asset Management
Tennessee
$7.51K
GWS
519
Greykasell Wealth Strategies
California
$7.22K +$8.12K +149 New
SAM
520
Smartleaf Asset Management
Massachusetts
$6.89K -$763 -14 -9%
CPA
521
Compass Planning Associates
Massachusetts
$6.54K +$55 +1 +0.7%
CFO
522
CVA Family Office
Colorado
$6.39K -$600 -11 -8%
NECFA
523
New England Capital Financial Advisors
Connecticut
$6.38K +$55 +1 +0.8%
AssetMark Inc
524
AssetMark Inc
California
$6.3K
LWCFA
525
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.27K +$6.76K +124 New