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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
BBHC
351
Brown Brothers Harriman & Co
New York
$379K -$55.4K -1,017 -12%
SC
352
SummitTX Capital
Texas
$377K +$424K +7,786 New
CA
353
Carson Advisory
Georgia
$371K +$417K +7,650 New
GWM
354
Geneos Wealth Management
Colorado
$370K +$220K +4,038 +112%
CAWM
355
Capital A Wealth Management
Pennsylvania
$368K – – –
UB
356
UMB Bank
Missouri
$347K – – –
HI
357
Hendershot Investments
Virginia
$347K – – –
SDWMA
358
Schneider Downs Wealth Management Advisors
Pennsylvania
$346K – – –
CAS
359
CTC Alternative Strategies
Illinois
$329K +$371K +6,800 New
KPWS
360
Kestra Private Wealth Services
Texas
$329K +$109K +2,006 +42%
BAM
361
Berkshire Asset Management
Pennsylvania
$327K +$314K +5,755 New
ATC
362
Argent Trust Co
Tennessee
$326K -$42.7K -783 -10%
Mirae Asset Global Investments
363
Mirae Asset Global Investments
South Korea
$325K -$147K -2,690 -29%
HWA
364
Heritage Wealth Advisors
Virginia
$323K -$273 -5 -0.1%
Credit Agricole
365
Credit Agricole
France
$322K -$27.3K -500 -7%
TC
366
TwinBeech Capital
New York
$321K +$362K +6,635 New
AV
367
ASR Vermogensbeheer
Netherlands
$319K +$360K +6,595 New
KAS
368
Kestra Advisory Services
Texas
$319K -$4.2K -77 -1%
1C
369
111 Capital
France
$318K +$358K +6,564 New
PCP
370
Proficio Capital Partners
Massachusetts
$314K – – –
CI
371
Cigna Investments
Connecticut
$313K -$15.5K -284 -4%
PSP
372
Principal Street Partners
Tennessee
$307K +$654 +12 +0.2%
Dimensional Fund Advisors
373
Dimensional Fund Advisors
Texas
$306K +$273 +5 +0.1%
IWC
374
Integrated Wealth Concepts
Massachusetts
$306K -$6.81K -125 -2%
NFA
375
Northwest Financial Advisors
Virginia
$304K +$273 +5 +0.1%
13 14
15
16 17

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.