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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
WTA
426
Washington Trust Advisors
Massachusetts
$248K
AFO
427
Allie Family Office
Florida
$245K
HH
428
Hilltop Holdings
Texas
$244K -$18.5K -311 -7%
FFN
429
Focus Financial Network
Minnesota
$242K
PIM
430
Paradice Investment Management
Colorado
$237K +$247K +4,160 New
PP
431
PDS Planning
Ohio
$231K +$10.9K +184 +5%
DA
432
Denali Advisors
California
$224K -$130K -2,194 -36%
SAG
433
SageView Advisory Group
California
$218K -$4.82K -81 -2%
ACM
434
Advisors Capital Management
New Jersey
$216K +$9.4K +158 +4%
FM
435
Family Management
New York
$216K
Lido Advisors
436
Lido Advisors
California
$213K +$223K +3,744 New
SA
437
Sanctuary Advisors
Indiana
$213K -$117K -1,969 -35%
HBCM
438
Heron Bay Capital Management
Michigan
$213K -$1.43K -24 -0.6%
OAM
439
Oppenheimer Asset Management
New York
$211K -$3.27K -55 -1%
IWA
440
Icon Wealth Advisors
Texas
$209K
LWA
441
Lineweaver Wealth Advisors
Ohio
$207K +$1.31K +22 +0.6%
Fisher Asset Management
442
Fisher Asset Management
Washington
$206K -$104K -1,742 -32%
VCA
443
Verdence Capital Advisors
Maryland
$203K -$3.21K -54 -1%
SS
444
SBI Securities
Japan
$196K -$535 -9 -0.3%
WANY
445
Wealthspire Advisors (New York)
New York
$196K -$14.5K -243 -7%
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$191K +3,211 +3,568%
Mirae Asset Global Investments
447
Mirae Asset Global Investments
South Korea
$184K -$284K -4,770 -60%
C
448
Covestor
United Kingdom
$165K +$172K +2,888 +11,108%
VCM
449
Versant Capital Management
Arizona
$156K +$3.39K +57 +2%
Public Employees Retirement Association of Colorado
450
Public Employees Retirement Association of Colorado
Colorado
$148K

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.