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Brookfield Asset Management

619 hedge funds and large institutions have $67B invested in Brookfield Asset Management in 2026 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

3% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 209

2% more capital invested

Capital invested by funds: $65.9B → $67B (+$1.15B)

0.52% more ownership

Funds ownership: 90.46%90.98% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 627619 (-8)

34% less call options, than puts

Call options by funds: $104M | Put options by funds: $158M

Holders
619
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
70
Increased
216
Reduced
209
Closed
67
Calls
$104M
Puts
$158M
Net Calls
-$53.6M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
PensionDanmark
Denmark
$2.16M +$260K +5,500 +13%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$2.05M +$1.23M +26,011 +131%
MCM
228
Moerus Capital Management
New York
$1.85M
BP
229
BNP Paribas
France
$1.81M
AG
230
AIA Group
Hong Kong
$1.81M
LD
231
Lipe & Dalton
New York
$1.8M -$223K -4,713 -11%
UIC
232
Uniplan Investment Counsel
Wisconsin
$1.78M +$1.87M +39,585 New
LOPW
233
Live Oak Private Wealth
North Carolina
$1.71M -$238K -5,032 -12%
CM
234
Capula Management
Cayman Islands
$1.7M
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$1.62M +$332K +7,023 +24%
TCM
236
Tandem Capital Management
New Jersey
$1.59M -$20.1K -426 -1%
CT
237
Colonial Trust
South Carolina
$1.58M -$58.5K -1,239 -3%
SI
238
Sprott Inc
Ontario, Canada
$1.58M -$154K -3,259 -8%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$1.56M +$53.7K +1,137 +3%
Vanguard Personalized Indexing Management
240
Vanguard Personalized Indexing Management
California
$1.53M +$150K +3,179 +10%
AB
241
Amalgamated Bank
New York
$1.52M +$533K +11,281 +50%
BIM
242
Bridges Investment Management
Nebraska
$1.42M +$347K +7,340 +30%
EIM
243
Ervin Investment Management
Washington
$1.39M -$96K -2,034 -6%
Wealth Enhancement Advisory Services
244
Wealth Enhancement Advisory Services
Minnesota
$1.37M -$41.5K -878 -3%
CGIM
245
Capital Group Investment Management
Singapore
$1.36M +$49.9K +1,056 +4%
ACM
246
Adalta Capital Management
New York
$1.35M -$69.9K -1,481 -5%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$227K +4,806 +19%
RCM
248
Radnor Capital Management
Pennsylvania
$1.29M
SLAM
249
Swiss Life Asset Management
$1.29M -$2.78M -58,904 -67%
M&T Bank
250
M&T Bank
New York
$1.27M +$425 +9 +0%

BAM Hedge Fund Activity: Q2 2026 in Review

619 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2026, worth a combined $67B — up 1.7% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BAM positions and 67 closed out — a net gain of 3 holders — while 216 added to existing stakes and 209 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 619 institutional investors held Brookfield Asset Management (BAM) as of Q2 2026, down from 627 in Q1 2026.
  • Funds reported $67B of Brookfield Asset Management stock for Q2 2026, up 1.7% quarter-over-quarter.
  • 70 funds opened new Brookfield Asset Management positions in Q2 2026 and 67 closed out, a net change of +3 holders.
  • The largest Brookfield Asset Management buyer in Q2 2026 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $141M added.
  • The largest Brookfield Asset Management seller in Q2 2026 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2026.