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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
KeyBank National Association
401
KeyBank National Association
Ohio
$302K +$9.99K +168 +3%
RWM
402
Ritholtz Wealth Management
New York
$295K -$3.33K -56 -1%
RRA
403
Round Rock Advisors
Connecticut
$293K
SAM
404
Silvercrest Asset Management
New York
$293K
PCM
405
Parsons Capital Management
Rhode Island
$292K
ECM
406
Evergreen Capital Management
Washington
$289K +$33.4K +562 +12%
ATC
407
Argent Trust Co
Tennessee
$286K
AAP
408
Arax Advisory Partners
Colorado
$285K +$256K +4,303 +620%
RF
409
Rossby Financial
Florida
$284K +$297K +5,000 +5,376%
HIMC
410
Heritage Investors Management Corp
Maryland
$282K
TCA
411
Transcend Capital Advisors
New Jersey
$282K +$2.02K +34 +0.7%
SCP
412
Stamos Capital Partners
California
$281K -$517K -8,691 -64%
NW
413
NewEdge Wealth
Pennsylvania
$275K -$2.85K -48 -0.9%
LIC
414
Laurus Investment Counsel
Canada
$275K
WWM
415
Whalen Wealth Management
Nevada
$272K +$285K +4,784 New
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$271K -$48.2K -811 -15%
GC
417
Gilbert & Cook
Iowa
$267K -$28K -470 -9%
AWA
418
Arkadios Wealth Advisors
Georgia
$263K +$32.6K +548 +13%
CGA
419
Crescent Grove Advisors
Illinois
$262K +$38.2K +643 +16%
PMAM
420
Picton Mahoney Asset Management
Ontario, Canada
$260K
CIA
421
Compass Ion Advisors
Pennsylvania
$258K
LNWWM
422
Laird Norton Wetherby Wealth Management
California
$253K +$21.9K +369 +9%
SC
423
Syon Capital
California
$251K +$33.5K +563 +15%
SWP
424
Stratos Wealth Partners
Ohio
$251K -$654 -11 -0.2%
MF
425
Magnetar Financial
Illinois
$249K +$260K +4,372 New

BAM Hedge Fund Activity: Q3 2025 in Review

586 of the 7,620 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.