We are live on ! Find out more
BAM icon

Brookfield Asset Management
BAM

585 hedge funds and large institutions have $72.2B invested in Brookfield Asset Management in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 168 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more capital invested

Capital invested by funds: $16.1B → $72.2B (+$56B)

69% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $24.2M

47% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 57

23.96% more ownership

Funds ownership: 66.97% → 90.93% (+24%)

18% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 168

3% more funds holding

Funds holding: 570 → 585 (+15)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
585
Holders Change
+15
Holders Change %
+2.63%
% of All Funds
7.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
84
Increased
198
Reduced
168
Closed
57
Calls
$40.7M
Puts
$24.2M
Net Calls
+$16.6M
Net Calls Change
+$9.86M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$65B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$96.8M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
+$87.3M
4
Millennium Management
Millennium Management
New York
+$70.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$67.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$251M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$101M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$98.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$78.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
301
Aigen Investment Management
New York
$621K +$267K +4,893 +122%
HA
302
Herold Advisors
New York
$619K – – –
PAG
303
Private Advisor Group
New Jersey
$613K +$39.6K +726 +6%
NIM
304
Needham Investment Management
New York
$608K – – –
TGAM
305
TBH Global Asset Management
Tennessee
$602K -$1.36K -25 -0.2%
CLA
306
Carnegie Lake Advisors
New Jersey
$596K – – –
THCM
307
Taylor Hoffman Capital Management
Virginia
$585K -$4.63K -85 -0.7%
AIM
308
Allen Investment Management
New York
$570K – – –
CCM
309
Check Capital Management
California
$561K +$2.73K +50 +0.4%
BNP Paribas Financial Markets
310
BNP Paribas Financial Markets
France
$555K +$441K +8,084 +240%
Truist Financial
311
Truist Financial
North Carolina
$553K -$750K -13,755 -55%
CAM
312
Cresset Asset Management
Illinois
$549K +$75.8K +1,391 +14%
NPT
313
National Philanthropic Trust
Pennsylvania
$545K – – –
MF
314
Magnetar Financial
Illinois
$539K +$606K +11,124 New
PP
315
Pacifica Partners
Canada
$534K +$545 +10 +0.1%
TRCT
316
Tower Research Capital (TRC)
New York
$530K +$296K +5,427 +98%
MGP
317
Metis Global Partners
California
$524K -$60.1K -1,103 -9%
KIA
318
Kraematon Investment Advisors
Massachusetts
$521K +$1.2K +22 +0.2%
AI
319
Atria Investments
North Carolina
$517K -$239K -4,382 -29%
SWM
320
Salvus Wealth Management
New Jersey
$512K +$981 +18 +0.2%
LIM
321
Leavell Investment Management
Alabama
$509K – – –
ASN
322
Advisory Services Network
Georgia
$506K +$30.5K +560 +6%
AFG
323
Atomi Financial Group
New York
$502K +$51.8K +951 +10%
MA
324
Mutual Advisors
Nebraska
$495K +$51.9K +952 +11%
Allianz Asset Management
325
Allianz Asset Management
Germany
$494K -$2.66M -48,855 -83%
11 12
13
14 15

BAM Hedge Fund Activity: Q1 2025 in Review

585 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q1 2025, worth a combined $72.2B — up 348% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BAM positions and 57 closed out — a net gain of 27 holders — while 198 added to existing stakes and 168 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $65B. The largest seller was Fidelity International, cutting an estimated $251M.

  • 585 institutional investors held Brookfield Asset Management (BAM) as of Q1 2025, up from 570 in Q4 2024.
  • Funds reported $72.2B of Brookfield Asset Management stock for Q1 2025, up 348% quarter-over-quarter.
  • 84 funds opened new Brookfield Asset Management positions in Q1 2025 and 57 closed out, a net change of +27 holders.
  • The largest Brookfield Asset Management buyer in Q1 2025 was Brookfield Corp, an estimated $65B added.
  • The largest Brookfield Asset Management seller in Q1 2025 was Fidelity International, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2025.