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Brookfield Asset Management

585 hedge funds and large institutions have $72.2B invested in Brookfield Asset Management in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 168 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more capital invested

Capital invested by funds: $16.1B → $72.2B (+$56B)

69% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $24.2M

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

23.96% more ownership

Funds ownership: 66.97%90.93% (+24%)

18% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 168

3% more funds holding

Funds holding: 570585 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
585
Holders Change
+15
Holders Change %
+2.63%
% of All Funds
7.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
84
Increased
198
Reduced
168
Closed
57
Calls
$40.7M
Puts
$24.2M
Net Calls
+$16.6M
Net Calls Change
+$9.86M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
551
Carolina Wealth Advisors
South Carolina
$2.28K
RI
552
Ridgewood Investments
New Jersey
$2.18K
NC
553
NewSquare Capital
Pennsylvania
$2.18K +$2.45K +45 New
HFS
554
Hughes Financial Services
Virginia
$2.18K +$2.4K +44 New
SFGP
555
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.13K
CA
556
Crewe Advisors
Utah
$2.13K +$2.4K +44 New
NSIM
557
North Star Investment Management
Illinois
$1.94K
OPTFSNA
558
Old Point Trust & Financial Services N A
Virginia
$1.79K
CIAM
559
Caitong International Asset Management
Hong Kong
$1.65K -$33.1K -607 -95%
AWM
560
Abound Wealth Management
Tennessee
$1.6K
GSWM
561
Golden State Wealth Management
California
$1.6K
BTI
562
Blue Trust Inc
Georgia
$1.36K
BAM
563
Bellevue Asset Management
Washington
$1.26K
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
$1.21K +$327 +6 +32%
FGAM
565
Financial Gravity Asset Management
Texas
$1.07K +$1.2K +22 New
C
566
Covestor
United Kingdom
$1K
DFC
567
DB Fitzpatrick & Co
Idaho
$969 +$1.09K +20 New
IHWM
568
Iron Horse Wealth Management
Iowa
$969 +$1.09K +20 New
PWAM
569
Private Wealth Asset Management
Iowa
$872 +$981 +18 New
RAM
570
Riggs Asset Management
Pennsylvania
$727
ME
571
McIlrath & Eck
Washington
$678
SJIM
572
St. Johns Investment Management
Florida
$630
CFD
573
Creative Financial Designs
Indiana
$533
OC
574
Oakworth Capital
Alabama
$388
PWMG
575
Private Wealth Management Group
New Jersey
$388