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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
EIG
126
EdgePoint Investment Group
Ontario, Canada
$7.71M +$752K +13,796 +9%
Voloridge Investment Management
127
Voloridge Investment Management
Florida
$7.68M +$8.64M +158,518 New
Franklin Resources
128
Franklin Resources
California
$7.6M +$563K +10,331 +7%
LTI
129
Laffer Tengler Investments
Tennessee
$7.32M +$185K +3,394 +2%
HighTower Advisors
130
HighTower Advisors
Illinois
$7.01M +$367K +6,735 +5%
SCM
131
SKBA Capital Management
California
$6.77M -$32.7K -600 -0.4%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$6.63M +$24.3K +446 +0.3%
SL
133
Summitry LLC
California
$6.53M +$427K +7,832 +6%
NWM
134
Nicola Wealth Management
British Columbia, Canada
$6.52M -$4.58M -84,100 -38%
IIM
135
Intact Investment Management
Quebec, Canada
$6.43M +$7.24M +132,900 New
TAM
136
Third Avenue Management
New York
$6.4M
Fiera Capital (Canada)
137
Fiera Capital (Canada)
Quebec, Canada
$6.36M +$1.95M +35,758 +37%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$6.15M -$495K -9,087 -7%
MCM
139
MAI Capital Management
Ohio
$5.88M -$45K -826 -0.7%
CM
140
Capula Management
Cayman Islands
$5.8M +$6.53M +119,710 New
WIC
141
Woodmont Investment Counsel
Tennessee
$5.78M +$6.51M +119,337 New
CP
142
Cumberland Partners
Ontario, Canada
$5.56M +$6.26M +114,845 New
SSWM
143
Smith Salley Wealth Management
North Carolina
$5.44M +$31.3K +574 +0.5%
PE
144
Point72 Europe
United Kingdom
$5.09M +$5.73M +105,100 New
SPIA
145
Steward Partners Investment Advisory
New York
$5.09M +$334K +6,134 +6%
BMO
146
Beck Mack & Oliver
New York
$4.96M -$73.6K -1,350 -1%
SG Americas Securities
147
SG Americas Securities
New York
$4.77M +$5.28M +96,865 New
Russell Investments Group
148
Russell Investments Group
United Kingdom
$4.74M -$2.65M -48,644 -33%
Creative Planning
149
Creative Planning
Kansas
$4.67M +$744K +13,653 +16%
SCTC
150
Sanibel Captiva Trust Company
Florida
$4.63M -$111K -2,043 -2%