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Brookfield Asset Management
BAM

Overview Fund Activity

593 hedge funds and large institutions have $82.7B invested in Brookfield Asset Management in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 203 increasing their positions, 176 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+20
Holders Change %
+3.49%
% of All Funds
7.95%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
85
Increased
203
Reduced
176
Closed
56
Calls
$123M
Puts
$92.5M
Net Calls
+$30.1M
Net Calls Change
+$13.5M

Top Buyers

1
BlackRock
BlackRock
New York
$293M
2
State Street
State Street
Massachusetts
$195M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.2B
4
Fidelity International
Fidelity International
Bermuda
$748M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$244M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$905M
2
Millennium Management
Millennium Management
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$24.7M
4
Marshall Wace
Marshall Wace
United Kingdom
$2.96M
5
Jane Street
Jane Street
New York
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
251
California State Teachers Retirement System (CalSTRS)
California
$1.33M +$1.33M +24,120 New
WC
252
Westerkirk Capital
$1.33M +$1.33M +24,000 New
Charles Schwab
253
Charles Schwab
California
$1.3M +$1.3M +23,576 New
AA
254
Ancora Advisors
Ohio
$1.29M -$22.4K -406 -2%
CRWM
255
Castle Rock Wealth Management
California
$1.29M -$109K -1,792 -8%
LC
256
Lincoln Capital
Nebraska
$1.28M – – –
BFC
257
Blue Fin Capital
Rhode Island
$1.27M +$1.27M +23,044 New
IMCOOI
258
Investment Management Corp of Ontario (IMCO)
Canada
$1.26M -$66.3K -1,200 -5%
CCM
259
Copeland Capital Management
Pennsylvania
$1.25M -$48.3K -874 -4%
Prudential Financial
260
Prudential Financial
New Jersey
$1.21M +$1.21M +21,960 New
AF
261
Aviso Financial
Ontario, Canada
$1.21M +$39.6K +715 +3%
Axa
262
Axa
France
$1.14M -$20.1K -363 -2%
MIG
263
Meketa Investment Group
Massachusetts
$1.14M -$3.84M -69,379 -77%
Baird Financial Group
264
Baird Financial Group
Wisconsin
$1.13M -$111 -2 -0%
PAS
265
Park Avenue Securities
New York
$1.12M +$1.12M +20,287 New
MML Investors Services
266
MML Investors Services
Massachusetts
$1.09M +$84.3K +1,526 +8%
VOYA Investment Management
267
VOYA Investment Management
Georgia
$1.09M +$1.09M +19,688 New
AWM
268
Apollon Wealth Management
South Carolina
$1.03M +$25.8K +466 +3%
MSRPS
269
Maryland State Retirement & Pension System
Maryland
$1.03M +$1.03M +18,585 New
US Bancorp
270
US Bancorp
Minnesota
$1.02M +$60.3K +1,091 +6%
WW
271
Waterfront Wealth
Kansas
$1.02M -$10K -181 -1%
WJWM
272
Williams Jones Wealth Management
New York
$1.02M +$8.51K +154 +0.8%
FIA
273
Foundations Investment Advisors
Arizona
$1M +$144K +2,596 +17%
Wolverine Trading
274
Wolverine Trading
Illinois
$1M +$1M +18,159 New
QCG
275
Quadrant Capital Group
Ohio
$995K -$178K -3,228 -15%
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