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Brookfield Asset Management

593 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, 203 increasing their positions, 176 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+20
Holders Change %
+3.49%
% of All Funds
7.95%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
85
Increased
203
Reduced
176
Closed
56
Calls
$123M
Puts
$92.5M
Net Calls
+$30.1M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
551
Lowe Wealth Advisors
Maryland
$4.31K
NC
552
NewSquare Capital
Pennsylvania
$4.31K +$1.82K +33 +73%
AAS
553
Ameritas Advisory Services
Nebraska
$4.26K +$4.26K +77 New
SL
554
Salomon & Ludwin
Virginia
$4.22K +$4.22K +76 New
BIG
555
Brooklyn Investment Group
New York
$4.2K +$940 +17 +29%
TFIPS
556
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.19K
Fifth Third Bancorp
557
Fifth Third Bancorp
Ohio
$3.98K +$2.6K +47 +188%
AWM
558
Accredited Wealth Management
Kentucky
$3.93K
Optiver Holding
559
Optiver Holding
Netherlands
$3.87K +$3.87K +70 New
TPCW
560
TD Private Client Wealth
New York
$3.76K +$3.76K +68 New
PWA
561
Physician Wealth Advisors
Utah
$3.59K +$3.59K +65 New
HIA
562
Harbor Investment Advisory
Maryland
$3.59K
JWA
563
JFS Wealth Advisors
Pennsylvania
$3.43K +$608 +11 +22%
BFPW
564
BOK Financial Private Wealth
Colorado
$3.43K +$3.43K +62 New
MVIP
565
Mar Vista Investment Partners
California
$3.37K
MYIA
566
Mount Yale Investment Advisors
Colorado
$3.27K +$3.27K +59 New
BCMLT
567
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.02K -$1.05K -19 -26%
HFS
568
Hughes Financial Services
Virginia
$2.77K
BTI
569
Blue Trust Inc
Georgia
$2.76K +$1.22K +22 +79%
VWA
570
VSM Wealth Advisory
Maryland
$2.65K
RI
571
Ridgewood Investments
New Jersey
$2.49K
NSIM
572
North Star Investment Management
Illinois
$2.21K
OPTFSNA
573
Old Point Trust & Financial Services N A
Virginia
$2.05K
AWM
574
Abound Wealth Management
Tennessee
$1.83K
GSWM
575
Golden State Wealth Management
California
$1.82K