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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
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$143K
SAM
452
Smartleaf Asset Management
Massachusetts
$140K +$130K +2,181 +991%
PA
453
Parallel Advisors
California
$135K -$2.62K -44 -2%
AF
454
Advisornet Financial
Minnesota
$132K
HNB
455
Huntington National Bank
Ohio
$131K +$24.4K +410 +22%
GA
456
GoalVest Advisory
New York
$124K
FMP
457
Financial Management Professionals
Texas
$116K +$3.57K +60 +3%
EWA
458
EverSource Wealth Advisors
Alabama
$112K +$62.6K +1,053 +114%
WAM
459
Wolverine Asset Management
Illinois
$112K
DI
460
DAGCO Inc
Ohio
$100K
AIM
461
Anchor Investment Management
South Carolina
$100K
CT
462
Clearstead Trust
Maine
$91.7K -$3.87K -65 -4%
CH
463
Cromwell Holdings
Wyoming
$90.6K
FP
464
Financial Perspectives
Minnesota
$87.9K -$4.58K -77 -5%
LFG
465
Larson Financial Group
Missouri
$87.4K +$28.4K +478 +45%
KFI
466
Key Financial Inc
Pennsylvania
$84.4K
PTC
467
Private Trust Company
Ohio
$82.4K -$5K -84 -5%
AA
468
Addison Advisors
Vermont
$80.1K
LI
469
Louisbourg Investments
New Brunswick, Canada
$79.8K
PFBT
470
Parkside Financial Bank & Trust
Missouri
$76.5K -$22.1K -371 -22%
HPC
471
HM Payson & Co
Maine
$74K
HDIM
472
Hanson & Doremus Investment Management
Vermont
$74K
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$70.8K +$178 +3 +0.2%
PWA
474
Provenance Wealth Advisors
Florida
$64K
RFS
475
Richardson Financial Services
Massachusetts
$63.5K -$4.46K -75 -6%

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.