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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
MWM
251
Maridea Wealth Management
New York
$1.27M +$189K +4,013 +16%
BAM
252
BCV Asset Management
$1.26M +$53.6K +1,136 +4%
CRWM
253
Castle Rock Wealth Management
California
$1.2M +$63K +1,334 +5%
VOYA Investment Management
254
VOYA Investment Management
Georgia
$1.19M +$341K +7,221 +38%
TCCM
255
Timber Creek Capital Management
Massachusetts
$1.16M
CS
256
Cannell & Spears
New York
$1.15M -$38.4K -814 -3%
MGIA
257
Moneta Group Investment Advisors
Missouri
$1.14M -$2.36K -50 -0.2%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$1.14M +$17.8K +377 +2%
DWM
259
Diversify Wealth Management
Utah
$1.14M -$1.94K -41 -0.2%
DAS
260
Diversify Advisory Services
Utah
$1.14M +$1.13M +23,869 New
STA
261
Summit Trail Advisors
New York
$1.13M +$121K +2,559 +11%
N
262
Natixis
France
$1.12M +$180K +3,812 +18%
CANC
263
Culbertson A N & Co
Virginia
$1.1M +$552K +11,690 +91%
KRS
264
Kentucky Retirement Systems
Kentucky
$1.08M +$1.14M +24,139 New
AC
265
AXQ Capital
New Jersey
$1.07M -$803K -17,010 -42%
NB
266
NBT Bank
New York
$1.07M
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$1.07M +$67K +1,420 +6%
P
268
&Partners
Tennessee
$1.05M +$132K +2,789 +14%
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$1.07M +22,592 New
DFG
270
Demars Financial Group
Washington
$1.01M +$226K +4,796 +27%
AA
271
Ancora Advisors
Ohio
$995K -$46.7K -989 -4%
Commonwealth Equity Services
272
Commonwealth Equity Services
Massachusetts
$989K +$77.5K +1,642 +8%
AAM
273
Advisors Asset Management
Colorado
$963K -$178K -3,760 -15%
WJWM
274
Williams Jones Wealth Management
New York
$951K +$108K +2,291 +12%
WW
275
Waterfront Wealth
Kansas
$945K +$85.4K +1,809 +10%

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.