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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
CT
451
Clearstead Trust
Maine
$76.3K – – –
PA
452
Parallel Advisors
California
$75.5K +$39.2K +719 +86%
KFI
453
Key Financial Inc
Pennsylvania
$73.2K – – –
EI
454
eCIO Inc
Wisconsin
$64.4K +$72.4K +1,329 New
HDIM
455
Hanson & Doremus Investment Management
Vermont
$63K – – –
HPC
456
HM Payson & Co
Maine
$63K – – –
CA
457
Continuum Advisory
Idaho
$61.5K +$3K +55 +5%
FFA
458
Farther Finance Advisors
California
$60.9K +$2.83K +52 +4%
PTC
459
Private Trust Company
Ohio
$60.6K +$2.73K +50 +4%
RFS
460
Richardson Financial Services
Massachusetts
$58.1K +$5.45K +100 +9%
CCM
461
Coldstream Capital Management
Washington
$54.6K +$61.5K +1,128 New
PWA
462
Provenance Wealth Advisors
Florida
$54.5K -$66.1K -1,212 -52%
LSA
463
Leonteq Securities AG
Switzerland
$53.3K +$60K +1,100 New
LFG
464
Larson Financial Group
Missouri
$53.1K +$54.7K +1,004 +1,080%
PIM
465
Plato Investment Management
Australia
$52.6K -$507K -9,294 -90%
RCM
466
Ravenstone Capital Management
$52.1K +$58.6K +1,075 New
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$51.4K -$3.27K -60 -5%
AA
468
Addison Advisors
Vermont
$51.1K – – –
BCWM
469
Bartlett & Co Wealth Management
Ohio
$50.1K – – –
QC
470
Quent Capital
New York
$49.6K -$5.67K -104 -9%
BL
471
BFSG LLC
California
$48.8K – – –
RhumbLine Advisers
472
RhumbLine Advisers
Massachusetts
$48.3K -$51.2K -940 -49%
HI
473
Harbour Investments
Wisconsin
$45.5K +$763 +14 +2%
TC
474
Truvestments Capital
Florida
$45.4K +$23.5K +432 +86%
LB
475
Legacy Bridge
Iowa
$44K -$24.7K -454 -33%
17 18
19
20 21

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.