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
CAM
326
Cresset Asset Management
Illinois
$608K +$833 +14 +0.1%
Verition Fund Management
327
Verition Fund Management
Connecticut
$595K +$210K +3,536 +51%
UM
328
UniSuper Management
Australia
$594K
Barclays
329
Barclays
United Kingdom
$593K -$1.84M -30,943 -75%
AWM
330
Avior Wealth Management
Nebraska
$582K +$149K +2,497 +32%
KRSITF
331
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$573K +$598K +10,063 New
LIM
332
Leavell Investment Management
Alabama
$563K -$33.4K -562 -5%
SWM
333
Salvus Wealth Management
New Jersey
$562K -$30K -505 -5%
JHCP
334
Jackson Hole Capital Partners
Oklahoma
$562K -$26.4K -444 -4%
VT
335
Vise Technologies
New York
$561K +$145K +2,430 +33%
BFA
336
Bragg Financial Advisors
North Carolina
$554K -$3.63M -61,096 -86%
Dimensional Fund Advisors
337
Dimensional Fund Advisors
Texas
$547K -$15.7K -264 -3%
AI
338
Atria Investments
North Carolina
$545K -$49K -824 -8%
SCM
339
Sterling Capital Management
North Carolina
$532K -$50.3K -845 -8%
TPM
340
Triasima Portfolio Management
Quebec, Canada
$528K +$259K +4,357 +89%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$525K +$399K +6,713 +267%
EHC
342
Everett Harris & Co
California
$521K
NSEDCP
343
NJ State Employees Deferred Compensation Plan
New Jersey
$518K
SRL
344
Scientech Research LLC
New Jersey
$509K -$337K -5,665 -39%
SF
345
Summit Financial
New Jersey
$507K -$9.34K -157 -2%
AQR Capital Management
346
AQR Capital Management
Connecticut
$501K +$299K +5,035 +134%
CPCM
347
Cardinal Point Capital Management
Ontario, Canada
$495K
HWM
348
HB Wealth Management
Georgia
$486K +$94.9K +1,596 +23%
PS
349
Principal Securities
Iowa
$479K +$15.1K +254 +3%
RCM
350
Radnor Capital Management
Pennsylvania
$476K -$3.33K -56 -0.7%

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.