BAM icon

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 %
CWM
276
Chemistry Wealth Management
New York
$967K -$8.07K -146 -0.8%
AUB
277
Atlantic Union Bankshares
Virginia
$963K +$963K +17,426 New
WTC
278
WhitTier Trust Company
Nevada
$946K +$425K +7,691 +82%
GWM
279
Geneos Wealth Management
Colorado
$910K +$488K +8,832 +116%
JSC
280
Jackson Square Capital
California
$885K +$885K +16,028 New
MCC
281
Malaga Cove Capital
California
$885K -$31.4K -568 -3%
Capital Fund Management (CFM)
282
Capital Fund Management (CFM)
France
$884K +$884K +16,000 New
GF
283
Gabelli Funds
New York
$869K – – –
P
284
&Partners
Tennessee
$849K +$97.4K +1,761 +13%
CGH
285
Crossmark Global Holdings
Texas
$829K -$14.6K -265 -2%
TC
286
TwinBeech Capital
New York
$823K +$456K +8,250 +124%
SRL
287
Scientech Research LLC
New Jersey
$807K -$501K -9,067 -38%
CI
288
Corient IA
Florida
$803K – – –
AG
289
Ascent Group
Virginia
$794K +$8.24K +149 +1%
CC
290
Chicago Capital
Illinois
$790K +$5.53K +100 +0.7%
CAWM
291
Capital Advisors Wealth Management
Washington
$785K – – –
AFG
292
Atomi Financial Group
New York
$768K +$196K +3,539 +34%
CANC
293
Culbertson A N & Co
Virginia
$758K -$21.9K -397 -3%
SCP
294
Stamos Capital Partners
California
$753K +$306K +5,538 +68%
AAM
295
Advisors Asset Management
Colorado
$743K +$181K +3,267 +32%
MGP
296
Metis Global Partners
California
$740K +$141K +2,542 +23%
ASN
297
Advisory Services Network
Georgia
$731K +$87.3K +1,416 +14%
Truist Financial
298
Truist Financial
North Carolina
$722K +$90.7K +1,640 +14%
Hudson Bay Capital Management
299
Hudson Bay Capital Management
Connecticut
$721K -$1.4M -25,350 -66%
ClearBridge Investments
300
ClearBridge Investments
New York
$719K -$51.1K -924 -7%
10 11
12
13 14