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Brookfield Asset Management
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Overview Fund Activity

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
7.79%
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

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$57.8B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$86M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$85.5M
4
Millennium Management
Millennium Management
New York
$83.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$163M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$522M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$848M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$107M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$106M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$906M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
526
GHP Investment Advisors
Colorado
$4.02K -$9.21K -190 -70%
BIA
527
Bell Investment Advisors
California
$3.97K – – –
FWA
528
Flagship Wealth Advisors
Massachusetts
$3.87K – – –
MCM
529
Manchester Capital Management
Vermont
$3.83K – – –
LWA
530
Lowe Wealth Advisors
Maryland
$3.78K – – –
TFIPS
531
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.69K – – –
BCMLT
532
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.6K +$973 +20 +37%
AWM
533
Accredited Wealth Management
Kentucky
$3.44K +$3.44K +71 New
HIA
534
Harbor Investment Advisory
Maryland
$3.15K – – –
MVIP
535
Mar Vista Investment Partners
California
$2.96K -$1.41K -29 -32%
BIG
536
Brooklyn Investment Group
New York
$2.86K +$2.86K +59 New
CPG
537
Cornerstone Planning Group
New Jersey
$2.63K +$658 +13 +33%
JWA
538
JFS Wealth Advisors
Pennsylvania
$2.47K +$1.55K +32 +168%
VWA
539
VSM Wealth Advisory
Maryland
$2.33K – – –
CWA
540
Carolina Wealth Advisors
South Carolina
$2.28K – – –
RI
541
Ridgewood Investments
New Jersey
$2.18K – – –
NC
542
NewSquare Capital
Pennsylvania
$2.18K +$2.18K +45 New
HFS
543
Hughes Financial Services
Virginia
$2.18K +$2.18K +44 New
SFG
544
Stonebridge Financial Group
Pennsylvania
$2.13K – – –
CA
545
Crewe Advisors
Utah
$2.13K +$2.13K +44 New
NSIM
546
North Star Investment Management
Illinois
$1.94K – – –
OPTFSNA
547
Old Point Trust & Financial Services N A
Virginia
$1.79K – – –
CIAM
548
Caitong International Asset Management
Hong Kong
$1.65K -$29.4K -607 -95%
AWM
549
Abound Wealth Management
Tennessee
$1.6K – – –
GSWM
550
Golden State Wealth Management
California
$1.6K – – –
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