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Brookfield Asset Management

595 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, 204 increasing their positions, 176 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
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
LWMI
526
Legacy Wealth Management (Idaho)
Idaho
$10.5K
LIS
527
Legacy Investment Solutions
Idaho
$10.5K
KPP
528
Kings Path Partners
Texas
$10.4K
ZBNA
529
Zions Bancorporation, National Association
Utah
$10.1K
CAM
530
Costello Asset Management
Pennsylvania
$9.73K
BCM
531
Boreal Capital Management
Florida
$9.67K
TPWA
532
Twin Peaks Wealth Advisors
California
$9.46K
DAM
533
Delta Asset Management
Tennessee
$8.57K
GWS
534
Greykasell Wealth Strategies
California
$8.24K
CPA
535
Compass Planning Associates
Massachusetts
$7.51K
NECFA
536
New England Capital Financial Advisors
Connecticut
$7.33K
CFO
537
CVA Family Office
Colorado
$7.3K
JFA
538
JNBA Financial Advisors
Minnesota
$7.13K
HNB
539
Hilltop National Bank
Wyoming
$7.02K
BIA
540
Bell Investment Advisors
California
$6.52K
NC
541
North Capital
Utah
$6.19K
ACM
542
Accent Capital Management
Ohio
$5.86K
GWSG
543
GPS Wealth Strategies Group
Colorado
$5.53K
PSFG
544
Park Square Financial Group
Georgia
$5.53K
CPG
545
Cornerstone Planning Group
New Jersey
$5.42K
RF
546
Rossby Financial
Florida
$5.14K
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.97K
FGA
548
Fortis Group Advisors
New Jersey
$4.64K
GIA
549
GHP Investment Advisors
Colorado
$4.59K
BGAI
550
Bruce G. Allen Investments
Colorado
$4.53K