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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
FAM
51
Fenimore Asset Management
New York
$44.3M -$1.19M -21,847 -2%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$43.6M +$10.6M +193,580 +27%
MSE
53
MUFG Securities EMEA
United Kingdom
$40.1M +$31.3M +574,999 New
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.4M -$5.7M -104,631 -12%
HF
55
HRT Financial
New York
$35M +$19.9M +364,555 +102%
Wells Fargo
56
Wells Fargo
California
$33.5M +$2.25M +41,258 +6%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$33.5M +$2.31M +42,356 +7%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$31.7M -$473K -8,674 -1%
Citadel Advisors
59
Citadel Advisors
Florida
$31.3M +$30.1M +552,288 +590%
Deutsche Bank
60
Deutsche Bank
Germany
$27.8M +$3.18M +58,332 +11%
MSC
61
MUFG Securities (Canada)
New York
$27.8M +$345K +6,338 +1%
Northern Trust
62
Northern Trust
Illinois
$27.2M +$7.32M +134,233 +31%
UBS Group
63
UBS Group
Switzerland
$27M +$11.3M +208,187 +60%
CI Investments Inc
64
CI Investments Inc
Ontario, Canada
$24.8M -$2.6M -47,614 -9%
LCP
65
LGT Capital Partners
Switzerland
$24.1M +$1.91M +35,000 +8%
SFG
66
Sather Financial Group
Texas
$23.6M -$487K -8,926 -2%
CLOS
67
Compagnie Lombard Odier SCmA
Switzerland
$23.2M
BRIM
68
Broad Run Investment Management
Virginia
$21.9M -$983K -18,035 -4%
AFIA
69
America First Investment Advisors
Nebraska
$21.8M +$50.3K +923 +0.2%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$20.5M -$440K -8,080 -2%
MBI
71
Montrusco Bolton Investments
Quebec, Canada
$20.4M -$5.28M -96,811 -19%
AC
72
Addenda Capital
Quebec, Canada
$20.4M -$1.23M -22,640 -7%
Ameriprise
73
Ameriprise
Minnesota
$20.2M +$409K +7,503 +2%
QI
74
QV Investors
Alberta, Canada
$19.7M -$390K -7,149 -2%
MAMU
75
Marathon Asset Management (UK)
United Kingdom
$19.2M -$528K -9,693 -2%