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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
BIM
301
Bridges Investment Management
Nebraska
$740K +$184K +3,090 +31%
MIM
302
MetLife Investment Management
New Jersey
$719K +$14.7K +248 +2%
NIM
303
Needham Investment Management
New York
$716K
EWP
304
Equity Wealth Partners
Missouri
$710K +$742K +12,472 New
CLA
305
Carnegie Lake Advisors
New Jersey
$700K
BBHC
306
Brown Brothers Harriman & Co
New York
$700K +$266K +4,478 +57%
UB
307
UMB Bank
Missouri
$680K +$16.1K +271 +2%
CFG
308
Citizens Financial Group
Rhode Island
$680K +$710K +11,935 New
PAG
309
Private Advisor Group
New Jersey
$678K -$37.8K -636 -5%
ASN
310
Advisory Services Network
Georgia
$676K +$773 +13 +0.1%
KIA
311
Kraematon Investment Advisors
Massachusetts
$674K +$63.5K +1,067 +10%
THCM
312
Taylor Hoffman Capital Management
Virginia
$673K
TGAM
313
TBH Global Asset Management
Tennessee
$671K -$28.8K -485 -4%
AIM
314
Allen Investment Management
New York
$670K
NPT
315
National Philanthropic Trust
Pennsylvania
$669K +$30.6K +515 +5%
CCM
316
Check Capital Management
California
$660K
HA
317
Herold Advisors
New York
$643K -$89.1K -1,499 -12%
Assenagon Asset Management
318
Assenagon Asset Management
Luxembourg
$641K -$21.6K -364 -3%
PP
319
Pacifica Partners
Canada
$630K +$6.72K +113 +1%
YCM
320
Yousif Capital Management
Michigan
$627K +$13.4K +226 +2%
Walleye Capital
321
Walleye Capital
New York
$621K -$4.65M -78,168 -88%
CIM
322
Cambria Investment Management
California
$621K +$130K +2,178 +25%
WA
323
Waverly Advisors
Alabama
$615K -$4.1K -69 -0.6%
FT
324
Fiduciary Trust
Massachusetts
$612K +$235K +3,959 +58%
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$611K +$73K +1,228 +13%

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.