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Brookfield Asset Management

597 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, 177 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
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
CCM
526
Carderock Capital Management
Maryland
$11.1K
FWM
527
FSA Wealth Management
Massachusetts
$10.8K
LWMI
528
Legacy Wealth Management (Idaho)
Idaho
$10.5K
LIS
529
Legacy Investment Solutions
Idaho
$10.5K
KPP
530
Kings Path Partners
Texas
$10.4K
ZBNA
531
Zions Bancorporation, National Association
Utah
$10.1K
CAM
532
Costello Asset Management
Pennsylvania
$9.73K
BCM
533
Boreal Capital Management
Florida
$9.67K
TPWA
534
Twin Peaks Wealth Advisors
California
$9.46K
DAM
535
Delta Asset Management
Tennessee
$8.57K
GWS
536
Greykasell Wealth Strategies
California
$8.24K
CPA
537
Compass Planning Associates
Massachusetts
$7.51K
NECFA
538
New England Capital Financial Advisors
Connecticut
$7.33K
CFO
539
CVA Family Office
Colorado
$7.3K
JFA
540
JNBA Financial Advisors
Minnesota
$7.13K
HNB
541
Hilltop National Bank
Wyoming
$7.02K
BIA
542
Bell Investment Advisors
California
$6.52K
NC
543
North Capital
Utah
$6.19K
ACM
544
Accent Capital Management
Ohio
$5.86K
GWSG
545
GPS Wealth Strategies Group
Colorado
$5.53K
PSFG
546
Park Square Financial Group
Georgia
$5.53K
CPG
547
Cornerstone Planning Group
New Jersey
$5.42K
RF
548
Rossby Financial
Florida
$5.14K
JFGIW
549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.97K
FGA
550
Fortis Group Advisors
New Jersey
$4.64K