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Brookfield Asset Management

599 hedge funds and large institutions have $82.7B invested in Brookfield Asset Management in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 205 increasing their positions, 178 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$123M
Puts
$92.5M
Net Calls
Net Calls Change

Top Sellers

1 -$429M
2 -$83.5M
3 -$73.4M
4
Marshall Wace
Marshall Wace
United Kingdom
-$63.1M
5
Jane Street
Jane Street
New York
-$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
526
Fortitude Family Office
Arizona
$11.4K
CCM
527
Carderock Capital Management
Maryland
$11.1K
FWM
528
FSA Wealth Management
Massachusetts
$10.8K
LWMI
529
Legacy Wealth Management (Idaho)
Idaho
$10.5K
LIS
530
Legacy Investment Solutions
Idaho
$10.5K
KPP
531
Kings Path Partners
Texas
$10.4K
ZBNA
532
Zions Bancorporation, National Association
Utah
$10.1K
CAM
533
Costello Asset Management
Pennsylvania
$9.73K
BCM
534
Boreal Capital Management
Florida
$9.67K
TPWA
535
Twin Peaks Wealth Advisors
California
$9.46K
DAM
536
Delta Asset Management
Tennessee
$8.57K
GWS
537
Greykasell Wealth Strategies
California
$8.24K
CPA
538
Compass Planning Associates
Massachusetts
$7.51K
NECFA
539
New England Capital Financial Advisors
Connecticut
$7.33K
CFO
540
CVA Family Office
Colorado
$7.3K
JFA
541
JNBA Financial Advisors
Minnesota
$7.13K
HNB
542
Hilltop National Bank
Wyoming
$7.02K
BIA
543
Bell Investment Advisors
California
$6.52K
NC
544
North Capital
Utah
$6.19K
ACM
545
Accent Capital Management
Ohio
$5.86K
GWSG
546
GPS Wealth Strategies Group
Colorado
$5.53K
PSFG
547
Park Square Financial Group
Georgia
$5.53K
CPG
548
Cornerstone Planning Group
New Jersey
$5.42K
RF
549
Rossby Financial
Florida
$5.14K
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.97K