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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
GIA
351
Gateway Investment Advisers
Ohio
$465K +$129K +2,163 +36%
CA
352
Carson Advisory
Georgia
$458K +$59 +1 +0%
KJHP
353
K.J. Harrison & Partners
Ontario, Canada
$452K
WHC
354
Wulff, Hansen & Co
California
$446K +$14.3K +240 +3%
MA
355
Mutual Advisors
Nebraska
$440K -$15.5K -260 -3%
IWC
356
Integrated Wealth Concepts
Massachusetts
$431K +$14.2K +238 +3%
CI
357
Cigna Investments
Connecticut
$427K
XT
358
XTX Topco
Cayman Islands
$425K +$444K +7,468 New
S
359
SignatureFD
Georgia
$421K +$44.5K +749 +11%
Cambridge Investment Research Advisors
360
Cambridge Investment Research Advisors
Iowa
$420K +$23.9K +402 +6%
AC
361
AXQ Capital
New Jersey
$417K +$435K +7,320 New
SNT
362
SIG North Trading
Pennsylvania
$411K -$290K -4,870 -40%
AV
363
ASR Vermogensbeheer
Netherlands
$411K +$6.96K +117 +2%
HI
364
Hendershot Investments
Virginia
$408K
CRC
365
Curi RMB Capital
Illinois
$407K -$5.89K -99 -1%
SDWMA
366
Schneider Downs Wealth Management Advisors
Pennsylvania
$407K
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$400K +$148K +2,495 +55%
Allianz Asset Management
368
Allianz Asset Management
Germany
$390K +$23K +387 +6%
HWA
369
Heritage Wealth Advisors
Virginia
$379K -$59 -1 -0%
PSP
370
Principal Street Partners
Tennessee
$377K -$363K -6,111 -48%
PCP
371
Proficio Capital Partners
Massachusetts
$367K -$1.61K -27 -0.4%
S
372
SimplyRich
California
$356K -$59 -1 -0%
DZ Bank
373
DZ Bank
Germany
$354K
Bessemer Group
374
Bessemer Group
New Jersey
$350K -$1.15M -19,414 -76%
SAM
375
Shell Asset Management
Netherlands
$350K +$219K +3,690 +151%

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.