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Brookfield Asset Management

586 hedge funds and large institutions have $85.2B invested in Brookfield Asset Management in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 199 increasing their positions, 200 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

3% more capital invested

Capital invested by funds: $82.7B → $85.2B (+$2.43B)

0.07% less ownership

Funds ownership: 91.39%91.32% (-0.07%)

1% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 200

3% less funds holding

Funds holding: 603586 (-17)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

47% less call options, than puts

Call options by funds: $38.7M | Put options by funds: $72.5M

Holders
586
Holders Change
-17
Holders Change %
-2.82%
% of All Funds
7.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
53
Increased
199
Reduced
200
Closed
63
Calls
$38.7M
Puts
$72.5M
Net Calls
-$33.8M
Net Calls Change
-$63.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$1.74M -$138K -2,321 -7%
AUB
227
Atlantic Union Bankshares
Virginia
$1.72M +$756K +12,715 +73%
SI
228
Sprott Inc
Ontario, Canada
$1.69M -$34.1K -574 -2%
SWP
229
Strategic Wealth Partners
Ohio
$1.64M +$17.8K +300 +1%
VDBMI
230
Van Den Berg Management I
Texas
$1.6M -$64.8K -1,090 -4%
KSWA
231
Kathleen S. Wright Associates
Pennsylvania
$1.6M
William Blair & Company
232
William Blair & Company
Illinois
$1.55M -$109K -1,833 -6%
Capstone Investment Advisors
233
Capstone Investment Advisors
New York
$1.52M -$398K -6,685 -20%
TCCM
234
Timber Creek Capital Management
Massachusetts
$1.51M -$8.68K -146 -0.5%
Charles Schwab
235
Charles Schwab
California
$1.49M +$159K +2,668 +11%
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$1.47M +$38.4K +645 +3%
NB
237
NBT Bank
New York
$1.47M -$17.8K -300 -1%
HHGC
238
Hunting Hill Global Capital
New York
$1.47M
MGIA
239
Moneta Group Investment Advisors
Missouri
$1.45M -$2.26K -38 -0.1%
M&T Bank
240
M&T Bank
New York
$1.44M -$730K -12,283 -33%
California State Teachers Retirement System (CalSTRS)
241
California State Teachers Retirement System (CalSTRS)
California
$1.38M +$6.66K +112 +0.5%
KRS
242
Kentucky Retirement Systems
Kentucky
$1.37M +$1.43M +24,007 New
LC
243
Lincoln Capital
Nebraska
$1.33M -$7.85K -132 -0.6%
AA
244
Ancora Advisors
Ohio
$1.31M -$22.1K -372 -2%
BFC
245
Blue Fin Capital
Rhode Island
$1.31M -$2.97K -50 -0.2%
AIM
246
Aigen Investment Management
New York
$1.31M -$323K -5,434 -25%
MIG
247
Meketa Investment Group
Massachusetts
$1.28M +$112K +1,890 +9%
Ensign Peak Advisors
248
Ensign Peak Advisors
Utah
$1.27M -$565K -9,500 -30%
Prudential Financial
249
Prudential Financial
New Jersey
$1.27M +$16.9K +285 +1%
Marshall Wace
250
Marshall Wace
United Kingdom
$1.26M -$1.86M -31,345 -59%

BAM Hedge Fund Activity: Q3 2025 in Review

586 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q3 2025, worth a combined $85.2B — up 2.9% from $82.7B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BAM and 53 opened new positions — a net loss of 10 holders — while 200 trimmed existing stakes and 199 added.

The largest buyer was Royal Bank of Canada, adding an estimated $192M. The largest seller was CIBC World Market, cutting an estimated $95.2M.

  • 586 institutional investors held Brookfield Asset Management (BAM) as of Q3 2025, down from 603 in Q2 2025.
  • Funds reported $85.2B of Brookfield Asset Management stock for Q3 2025, up 2.9% quarter-over-quarter.
  • 53 funds opened new Brookfield Asset Management positions in Q3 2025 and 63 closed out, a net change of -10 holders.
  • The largest Brookfield Asset Management buyer in Q3 2025 was Royal Bank of Canada, an estimated $192M added.
  • The largest Brookfield Asset Management seller in Q3 2025 was CIBC World Market, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2025.