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Brookfield Asset Management

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
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
551
Blue Trust Inc
Georgia
$1.36K
BAM
552
Bellevue Asset Management
Washington
$1.26K
Fifth Third Bancorp
553
Fifth Third Bancorp
Ohio
$1.21K +$291 +6 +32%
FGAM
554
Financial Gravity Asset Management
Texas
$1.07K +$1.07K +22 New
C
555
Covestor
United Kingdom
$1K
DFC
556
DB Fitzpatrick & Co
Idaho
$969 +$969 +20 New
IHWM
557
Iron Horse Wealth Management
Iowa
$969 +$969 +20 New
PWAM
558
Private Wealth Asset Management
Iowa
$872 +$872 +18 New
RAM
559
Riggs Asset Management
Pennsylvania
$727
ME
560
McIlrath & Eck
Washington
$678
SJIM
561
St. Johns Investment Management
Florida
$630
CFD
562
Creative Financial Designs
Indiana
$533
PWMG
563
Private Wealth Management Group
New Jersey
$388
OC
564
Oakworth Capital
Alabama
$388
SIC
565
SJS Investment Consulting
Ohio
$388
GC
566
Garde Capital
Washington
$291 +$291 +6 New
SN
567
Sittner & Nelson
Oregon
$194 -$631 -13 -76%
RIL
568
Rothschild Investment LLC
Illinois
$194
T
569
Transce3nd
Texas
$145 -$21.2K -438 -99%
NMG
570
New Millennium Group
Utah
$145
SIC
571
Salem Investment Counselors
North Carolina
$49
DFA
572
DHJJ Financial Advisors
Illinois
$49
PWM
573
Parkworth Wealth Management
California
$48
Norges Bank
574
Norges Bank
Norway
-$287M -5,304,727 Closed
Charles Schwab
575
Charles Schwab
California
-$45.7M -842,141 Closed