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Brookfield Asset Management

604 hedge funds and large institutions have $82.7B invested in Brookfield Asset Management in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 59

33% more call options, than puts

Call options by funds: $123M | Put options by funds: $92.5M

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

15% more capital invested

Capital invested by funds: $72.2B → $82.7B (+$10.6B)

3% more funds holding

Funds holding: 586604 (+18)

0.46% more ownership

Funds ownership: 90.93%91.39% (+0.46%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
604
Holders Change
+18
Holders Change %
+3.07%
% of All Funds
7.95%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
206
Reduced
179
Closed
59
Calls
$123M
Puts
$92.5M
Net Calls
+$30.1M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
26
British Columbia Investment Management
British Columbia, Canada
$133M +$34.4M +641,300 +36%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$133M +$7.13M +132,771 +6%
DWA
28
Douglass Winthrop Advisors
New York
$133M -$14.6M -272,663 -10%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$131M +$5.64M +105,004 +5%
BGC
30
Beutel, Goodman & Co
Ontario, Canada
$126M -$4.18M -77,884 -3%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$125M +$4.01M +74,741 +3%
MG
32
Markel Group
Virginia
$121M
MAM
33
Madison Asset Management
Wisconsin
$107M +$1.33M +24,799 +1%
Invesco
34
Invesco
Georgia
$103M +$28M +521,282 +39%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$94.1M +$32.4M +602,962 +55%
Morgan Stanley
36
Morgan Stanley
New York
$92.6M -$7.47M -139,089 -8%
JP Morgan Chase
37
JP Morgan Chase
New York
$92.5M +$4.25M +79,124 +5%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$81.5M +$6.94M +129,357 +10%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$74M +$19.2M +357,523 +36%
CB
40
Cooke & Bieler
Pennsylvania
$69.4M -$33.6M -625,254 -33%
First Manhattan
41
First Manhattan
New York
$64.2M -$2.67M -49,654 -4%
SC
42
Scotia Capital
Ontario, Canada
$64M +$4.78M +89,114 +8%
Northern Trust
43
Northern Trust
Illinois
$60.2M +$28.4M +528,915 +94%
Corient Private Wealth
44
Corient Private Wealth
Florida
$60.2M -$673K -12,529 -1%
BAMCO Inc
45
BAMCO Inc
New York
$58.7M -$7.45M -138,738 -12%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$52M +$15.4M +286,760 +44%
FAM
47
Fenimore Asset Management
New York
$51.4M +$871K +16,220 +2%
AM
48
AGF Management
Ontario, Canada
$51M -$36.7M -683,920 -43%
Toronto Dominion Bank
49
Toronto Dominion Bank
Ontario, Canada
$49.2M -$1.96M -36,608 -4%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$48.8M +$10.2M +190,860 +28%

BAM Hedge Fund Activity: Q2 2025 in Review

604 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2025, worth a combined $82.7B — up 15% from $72.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new BAM positions and 59 closed out — a net gain of 24 holders — while 206 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $265M. The largest seller was Capital World Investors, cutting an estimated $417M.

  • 604 institutional investors held Brookfield Asset Management (BAM) as of Q2 2025, up from 586 in Q1 2025.
  • Funds reported $82.7B of Brookfield Asset Management stock for Q2 2025, up 15% quarter-over-quarter.
  • 83 funds opened new Brookfield Asset Management positions in Q2 2025 and 59 closed out, a net change of +24 holders.
  • The largest Brookfield Asset Management buyer in Q2 2025 was BlackRock, an estimated $265M added.
  • The largest Brookfield Asset Management seller in Q2 2025 was Capital World Investors, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2025.