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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
SIC
576
SJS Investment Consulting
Ohio
$388
APW
577
Aventura Private Wealth
Florida
$339
GC
578
Garde Capital
Washington
$291 +$327 +6 New
SN
579
Sittner & Nelson
Oregon
$194 -$709 -13 -76%
RIL
580
Rothschild Investment LLC
Illinois
$194
T
581
Transce3nd
Texas
$145 -$23.9K -438 -99%
NMG
582
New Millennium Group
Utah
$145
DFA
583
DHJJ Financial Advisors
Illinois
$49
SIC
584
Salem Investment Counselors
North Carolina
$49
PWM
585
Parkworth Wealth Management
California
$48
Charles Schwab
586
Charles Schwab
California
-$45.7M -842,141 Closed
Arrowstreet Capital
587
Arrowstreet Capital
Massachusetts
-$18.8M -346,785 Closed
RRAM
588
River Road Asset Management
Kentucky
-$5.67M -104,711 Closed
CIM
589
Confluence Investment Management
Missouri
-$4.63M -85,418 Closed
FHB
590
First Hawaiian Bank
Hawaii
-$2.77M -51,121 Closed
NRD
591
Nebula Research & Development
New York
-$2.37M -43,758 Closed
TPCM
592
Templeton & Phillips Capital Management
Tennessee
-$1.8M -31,325 Closed
ACM
593
Aster Capital Management
United Arab Emirates
-$1.49M -27,520 Closed
Nomura Holdings
594
Nomura Holdings
Japan
-$1.4M -25,881 Closed
PAS
595
Park Avenue Securities
New York
-$1.07M -19,771 Closed
CCM
596
Cinctive Capital Management
New York
-$1.03M -18,918 Closed
BEI
597
Benjamin Edwards Inc
Missouri
-$842K -15,540 Closed
CIA
598
Choate Investment Advisors
Massachusetts
-$519K -9,580 Closed
Mitsubishi UFJ Trust & Banking
599
Mitsubishi UFJ Trust & Banking
Japan
-$493K -9,100 Closed
KA
600
Kovack Advisors
Florida
-$432K -7,972 Closed