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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
DWM
251
Diversify Wealth Management
Utah
$1.25M +$44.2K +743 +3%
CRWM
252
Castle Rock Wealth Management
California
$1.25M +$47.9K +805 +4%
WC
253
Westerkirk Capital
$1.23M -$143K -2,400 -10%
AIM
254
AXA Investment Managers
France
$1.21M +$1.26M +21,267 New
CCS
255
Concentric Capital Strategies
Connecticut
$1.2M +$1.26M +21,105 New
HC
256
Henshaw Capital
Massachusetts
$1.17M +$1.23M +20,600 New
GT
257
Glenview Trust
Kentucky
$1.14M +$520K +8,738 +77%
MML Investors Services
258
MML Investors Services
Massachusetts
$1.14M +$12.3K +206 +1%
US Bancorp
259
US Bancorp
Minnesota
$1.13M +$83.7K +1,407 +8%
Baird Financial Group
260
Baird Financial Group
Wisconsin
$1.09M -$76.2K -1,281 -6%
PAS
261
Park Avenue Securities
New York
$1.09M -$63.5K -1,068 -5%
JG
262
Jain Global
New York
$1.09M +$1.14M +19,200 New
WJWM
263
Williams Jones Wealth Management
New York
$1.08M +$27.2K +457 +2%
AWM
264
Apollon Wealth Management
South Carolina
$1.07M +$9.4K +158 +0.8%
VOYA Investment Management
265
VOYA Investment Management
Georgia
$1.06M -$59.9K -1,007 -5%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$1.06M
CCM
267
Copeland Capital Management
Pennsylvania
$1.04M -$256K -4,304 -19%
AA
268
ALPS Advisors
Colorado
$1.01M +$1.06M +17,760 New
QCG
269
Quadrant Capital Group
Ohio
$1M -$23.5K -395 -2%
WW
270
Waterfront Wealth
Kansas
$1M
Capital Fund Management (CFM)
271
Capital Fund Management (CFM)
France
$985K +$77.3K +1,300 +8%
AAM
272
Advisors Asset Management
Colorado
$975K +$219K +3,680 +27%
CWM
273
Chemistry Wealth Management
New York
$974K -$22.2K -374 -2%
FIA
274
Foundations Investment Advisors
Arizona
$965K -$72.9K -1,226 -7%
GCP
275
GSA Capital Partners
United Kingdom
$939K +$682K +11,472 +229%

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.