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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
FWA
551
Flagship Wealth Advisors
Massachusetts
$4.42K
DWM
552
Darwin Wealth Management
Florida
$4.37K
LWA
553
Lowe Wealth Advisors
Maryland
$4.31K
NC
554
NewSquare Capital
Pennsylvania
$4.31K
AAS
555
Ameritas Advisory Services
Nebraska
$4.26K
SL
556
Salomon & Ludwin
Virginia
$4.22K
BIG
557
Brooklyn Investment Group
New York
$4.2K
TFIPS
558
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.19K
Fifth Third Bancorp
559
Fifth Third Bancorp
Ohio
$3.98K
AWM
560
Accredited Wealth Management
Kentucky
$3.92K
Optiver Holding
561
Optiver Holding
Netherlands
$3.87K
TPCW
562
TD Private Client Wealth
New York
$3.76K
PWA
563
Physician Wealth Advisors
Utah
$3.59K
HIA
564
Harbor Investment Advisory
Maryland
$3.59K
JWA
565
JFS Wealth Advisors
Pennsylvania
$3.43K
BFPW
566
BOK Financial Private Wealth
Colorado
$3.43K
MVIP
567
Mar Vista Investment Partners
California
$3.37K
MYIA
568
Mount Yale Investment Advisors
Colorado
$3.27K
BCMLT
569
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.02K
HFS
570
Hughes Financial Services
Virginia
$2.77K
BTI
571
Blue Trust Inc
Georgia
$2.76K
VWA
572
VSM Wealth Advisory
Maryland
$2.65K
RI
573
Ridgewood Investments
New Jersey
$2.49K
NSIM
574
North Star Investment Management
Illinois
$2.21K
OPTFSNA
575
Old Point Trust & Financial Services N A
Virginia
$2.04K