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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.

New
Increased
Maintained
Reduced
Closed
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 %
KPP
526
Kings Path Partners
Texas
$10.4K
ZBNA
527
Zions Bancorporation, National Association
Utah
$10.1K -$55 -1 -0.5%
CAM
528
Costello Asset Management
Pennsylvania
$9.73K +$884 +16 +10%
BCM
529
Boreal Capital Management
Florida
$9.67K +$9.67K +175 New
TPWA
530
Twin Peaks Wealth Advisors
California
$9.46K +$9.46K +151 New
DAM
531
Delta Asset Management
Tennessee
$8.57K
GWS
532
Greykasell Wealth Strategies
California
$8.24K
CPA
533
Compass Planning Associates
Massachusetts
$7.51K +$55 +1 +0.7%
NECFA
534
New England Capital Financial Advisors
Connecticut
$7.33K +$55 +1 +0.8%
CFO
535
CVA Family Office
Colorado
$7.3K
JFA
536
JNBA Financial Advisors
Minnesota
$7.13K
HNB
537
Hilltop National Bank
Wyoming
$7.02K +$7.02K +127 New
BIA
538
Bell Investment Advisors
California
$6.52K +$1.99K +36 +44%
NC
539
North Capital
Utah
$6.19K
ACM
540
Accent Capital Management
Ohio
$5.86K
GWSG
541
GPS Wealth Strategies Group
Colorado
$5.53K
PSFG
542
Park Square Financial Group
Georgia
$5.53K
CPG
543
Cornerstone Planning Group
New Jersey
$5.42K +$2.22K +36 +69%
RF
544
Rossby Financial
Florida
$5.14K -$23.8K -430 -82%
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.97K
FGA
546
Fortis Group Advisors
New Jersey
$4.64K
GIA
547
GHP Investment Advisors
Colorado
$4.59K
BGAI
548
Bruce G. Allen Investments
Colorado
$4.53K +$4.53K +82 New
FWA
549
Flagship Wealth Advisors
Massachusetts
$4.42K
DWM
550
Darwin Wealth Management
Florida
$4.37K