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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
Assenagon Asset Management
326
Assenagon Asset Management
Luxembourg
$493K +$339K +6,225 +157%
AAM
327
Advisors Asset Management
Colorado
$493K +$17.1K +314 +3%
AIP
328
Arrowpoint Investment Partners
Singapore
$487K +$548K +10,057 New
MCM
329
Maltese Capital Management
New York
$485K -$1.5M -27,500 -73%
PA
330
Procyon Advisors
Connecticut
$479K +$31.5K +577 +6%
JHCP
331
Jackson Hole Capital Partners
Oklahoma
$475K +$1.31K +24 +0.2%
UM
332
UniSuper Management
Australia
$474K – – –
CCP
333
Carmel Capital Partners
California
$471K -$818 -15 -0.2%
TPM
334
Triasima Portfolio Management
Quebec, Canada
$471K – – –
WA
335
Waverly Advisors
Alabama
$470K +$528K +9,693 New
KJHP
336
K.J. Harrison & Partners
Ontario, Canada
$468K +$1.47K +27 +0.3%
IIM
337
INTECH Investment Management
Florida
$467K +$273K +5,013 +108%
AAS
338
Avantax Advisory Services
Texas
$465K +$9.59K +176 +2%
WTC
339
WhitTier Trust Company
Nevada
$457K +$152K +2,794 +42%
PS
340
Principal Securities
Iowa
$449K – – –
NSEDCP
341
NJ State Employees Deferred Compensation Plan
New Jersey
$441K – – –
SF
342
Summit Financial
New Jersey
$439K +$126K +2,305 +34%
WC
343
Wexford Capital
Florida
$436K +$491K +9,000 New
CIM
344
Cambria Investment Management
California
$434K +$489K +8,962 New
DS
345
DRW Securities
Illinois
$431K +$485K +8,900 New
RCM
346
Radnor Capital Management
Pennsylvania
$424K – – –
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$407K +$18.6K +342 +4%
SCP
348
Stamos Capital Partners
California
$392K +$441K +8,088 New
EHC
349
Everett Harris & Co
California
$391K – – –
HWM
350
HB Wealth Management
Georgia
$388K +$181K +3,316 +71%
12 13
14
15 16

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.