We are live on ! Find out more
BAM icon

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
P
276
&Partners
Tennessee
$930K +$58.9K +990 +6%
STA
277
Summit Trail Advisors
New York
$929K +$416K +6,999 +75%
AFG
278
Atomi Financial Group
New York
$926K +$141K +2,368 +17%
GWM
279
Geneos Wealth Management
Colorado
$916K -$22.5K -379 -2%
CGH
280
Crossmark Global Holdings
Texas
$907K +$54.8K +922 +6%
CGPCS
281
Capital Group Private Client Services
California
$900K -$3.19M -53,714 -77%
Royal London Asset Management
282
Royal London Asset Management
United Kingdom
$899K -$8.7M -146,221 -90%
GAM
283
Gotham Asset Management
New York
$899K +$939K +15,788 New
GF
284
Gabelli Funds
New York
$895K
VF
285
Virtu Financial
New York
$894K +$652K +10,966 +231%
MCC
286
Malaga Cove Capital
California
$889K -$23.8K -400 -2%
AF
287
Aviso Financial
Ontario, Canada
$888K -$374K -6,292 -29%
TRCT
288
Tower Research Capital (TRC)
New York
$865K +$858K +14,434 +1,889%
RFA
289
Resurgent Financial Advisors
Georgia
$859K +$897K +15,087 New
LCM
290
Laurion Capital Management
New York
$854K +$892K +15,000 New
MWM
291
Maridea Wealth Management
New York
$816K +$889K +14,953 New
CC
292
Chicago Capital
Illinois
$813K
CAWM
293
Capital Advisors Wealth Management
Washington
$808K
IMCOOI
294
Investment Management Corp of Ontario (IMCO)
Canada
$801K -$523K -8,800 -38%
JSC
295
Jackson Square Capital
California
$794K -$124K -2,089 -13%
MGP
296
Metis Global Partners
California
$785K +$25.7K +432 +3%
AG
297
Ascent Group
Virginia
$776K -$44.2K -744 -5%
CANC
298
Culbertson A N & Co
Virginia
$767K -$14.6K -245 -2%
Truist Financial
299
Truist Financial
North Carolina
$754K +$11.1K +187 +1%
ClearBridge Investments
300
ClearBridge Investments
New York
$741K

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.