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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 %
QOP
301
Quinn Opportunity Partners
Virginia
$710K -$279K -5,050 -28%
MFS
302
Mirabella Financial Services
United Kingdom
$708K -$1.65M -29,761 -70%
HA
303
Herold Advisors
New York
$707K – – –
OCAM
304
Onex Canada Asset Management
Ontario, Canada
$706K -$925K -16,722 -57%
PSP
305
Principal Street Partners
Tennessee
$703K +$353K +6,378 +101%
NIM
306
Needham Investment Management
New York
$694K – – –
PAG
307
Private Advisor Group
New Jersey
$694K -$5.75K -104 -0.8%
MIM
308
MetLife Investment Management
New Jersey
$684K +$684K +12,375 New
CLA
309
Carnegie Lake Advisors
New Jersey
$680K – – –
TGAM
310
TBH Global Asset Management
Tennessee
$678K -$8.24K -149 -1%
SNT
311
SIG North Trading
Pennsylvania
$669K +$669K +12,093 New
THCM
312
Taylor Hoffman Capital Management
Virginia
$654K – – –
AIM
313
Allen Investment Management
New York
$650K – – –
UB
314
UMB Bank
Missouri
$645K +$249K +4,500 +63%
Assenagon Asset Management
315
Assenagon Asset Management
Luxembourg
$642K +$79.3K +1,436 +14%
CCM
316
Check Capital Management
California
$640K – – –
CAM
317
Cresset Asset Management
Illinois
$629K +$2.16K +39 +0.3%
CC
318
Centiva Capital
New York
$629K +$629K +11,370 New
GT
319
Glenview Trust
Kentucky
$628K +$628K +11,352 New
PP
320
Pacifica Partners
Canada
$618K -$8.27K -150 -1%
WA
321
Waverly Advisors
Alabama
$601K +$65.2K +1,180 +12%
YCM
322
Yousif Capital Management
Michigan
$596K +$251K +4,533 +73%
KIA
323
Kraematon Investment Advisors
Massachusetts
$595K +$1.16K +21 +0.2%
AAS
324
Avantax Advisory Services
Texas
$581K +$49.9K +902 +9%
LIM
325
Leavell Investment Management
Alabama
$578K -$2.65K -48 -0.5%
11 12
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