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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
PIC
76
Portland Investment Counsel
Ontario, Canada
$19.1M
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$18.7M +$21.1M +386,867 New
SBH
78
Segall Bryant & Hamill
Illinois
$18.5M -$817K -14,989 -4%
MCI
79
McDonald Capital Investors
California
$18.4M -$461K -8,464 -2%
Renaissance Technologies
80
Renaissance Technologies
New York
$18.3M +$736K +13,500 +4%
BlackRock
81
BlackRock
New York
$17.4M +$13.1M +240,667 +201%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$16.2M +$205K +3,767 +1%
GP
83
Guardian Partners
Canada
$15.5M -$273K -5,014 -2%
CA
84
Cortland Associates
Missouri
$15.2M -$13.7M -251,983 -45%
Canada Life
85
Canada Life
Manitoba, Canada
$14.2M -$138K -2,529 -0.8%
Amundi
86
Amundi
France
$14.2M +$4.39M +80,580 +36%
SFA
87
Sequoia Financial Advisors
Ohio
$14M -$2.76M -50,566 -15%
Wellington Management Group
88
Wellington Management Group
Massachusetts
$14M -$2.34M -43,001 -13%
JVBC
89
J.V. Bruni & Co
Colorado
$14M -$299K -5,480 -2%
BFS
90
Baskin Financial Services
Ontario, Canada
$13.6M -$354K -6,490 -2%
N
91
Nuveen
North Carolina
$13.4M -$2.47M -45,392 -14%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$13.4M +$6.12M +112,304 +68%
Citigroup
93
Citigroup
New York
$13.1M +$9.15M +167,931 +162%
MFWM
94
Motley Fool Wealth Management
Virginia
$12.7M -$1.95M -35,792 -12%
UBS AM
95
UBS AM
Illinois
$12.6M +$1.31M +24,013 +10%
CII
96
Capital International Inc
California
$12.6M +$944K +17,319 +7%
CIS
97
Capital International Sarl
California
$12.1M +$760K +13,946 +6%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$12M +$4.23M +77,554 +45%
Stifel Financial
99
Stifel Financial
Missouri
$11.7M +$251K +4,602 +2%
SIC
100
Schwartz Investment Counsel
Michigan
$11.5M