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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
JFA
526
JNBA Financial Advisors
Minnesota
$6.25K
NC
527
North Capital
Utah
$5.43K +$6.11K +112 New
ACM
528
Accent Capital Management
Ohio
$5.14K
HCP
529
Hexagon Capital Partners
Arkansas
$5.09K +$3.82K +70 +200%
GWSG
530
GPS Wealth Strategies Group
Colorado
$4.84K
PSFG
531
Park Square Financial Group
Georgia
$4.84K
WPWM
532
Western Pacific Wealth Management
Illinois
$4.7K
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.36K -$3.05K -56 -38%
DWM
534
Darwin Wealth Management
Florida
$4.28K
FGA
535
Fortis Group Advisors
New Jersey
$4.07K
GIA
536
GHP Investment Advisors
Colorado
$4.02K -$10.4K -190 -70%
BIA
537
Bell Investment Advisors
California
$3.97K
FWA
538
Flagship Wealth Advisors
Massachusetts
$3.87K
MCM
539
Manchester Capital Management
Vermont
$3.83K
LWA
540
Lowe Wealth Advisors
Maryland
$3.78K
TFIPS
541
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.69K
BCMLT
542
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.6K +$1.09K +20 +37%
AWM
543
Accredited Wealth Management
Kentucky
$3.44K +$3.87K +71 New
RF
544
Robinswood Financial
Washington
$3.2K
HIA
545
Harbor Investment Advisory
Maryland
$3.15K
MVIP
546
Mar Vista Investment Partners
California
$2.96K -$1.58K -29 -32%
BIG
547
Brooklyn Investment Group
New York
$2.86K +$3.22K +59 New
CPG
548
Cornerstone Planning Group
New Jersey
$2.63K +$709 +13 +33%
JWA
549
JFS Wealth Advisors
Pennsylvania
$2.47K +$1.74K +32 +168%
VWA
550
VSM Wealth Advisory
Maryland
$2.33K