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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
Neuberger Berman Group
26
Neuberger Berman Group
New York
$138M +$3.3M +55,559 +2%
BCIM
27
British Columbia Investment Management
British Columbia, Canada
$136M -$904K -15,207 -0.6%
DWA
28
Douglass Winthrop Advisors
New York
$135M -$1.94M -32,577 -1%
Legal & General Group
29
Legal & General Group
United Kingdom
$135M +$136M +2,285,077 +2,834%
Bank of Nova Scotia
30
Bank of Nova Scotia
Ontario, Canada
$130M -$7.25M -121,916 -5%
MG
31
Markel Group
Virginia
$125M
BGC
32
Beutel, Goodman & Co
Ontario, Canada
$120M -$10.5M -176,046 -8%
Invesco
33
Invesco
Georgia
$109M +$2.52M +42,297 +2%
MAM
34
Madison Asset Management
Wisconsin
$109M -$1.11M -18,733 -1%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$97.8M +$1.21M +20,300 +1%
JP Morgan Chase
36
JP Morgan Chase
New York
$91.4M -$4M -67,247 -4%
Goldman Sachs
37
Goldman Sachs
New York
$90.7M -$60.1M -1,010,937 -39%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$81.4M -$1.86M -31,228 -2%
Corient Private Wealth
39
Corient Private Wealth
Florida
$77.8M +$16.5M +278,258 +26%
CB
40
Cooke & Bieler
Pennsylvania
$76.7M +$5.49M +92,246 +7%
SC
41
Scotia Capital
Ontario, Canada
$66.5M +$291K +4,899 +0.4%
First Manhattan
42
First Manhattan
New York
$65.1M -$1.13M -18,933 -2%
Northern Trust
43
Northern Trust
Illinois
$62.3M +$254K +4,268 +0.4%
N
44
Nuveen
North Carolina
$58.3M +$10.5M +175,760 +21%
BAMCO Inc
45
BAMCO Inc
New York
$56.1M -$4.57M -76,894 -7%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$55.4M +$5.36M +90,097 +10%
FAM
47
Fenimore Asset Management
New York
$53.3M +$345K +5,806 +0.6%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$52.7M -$951K -15,997 -2%
UBS Group
49
UBS Group
Switzerland
$51.2M +$5.91M +99,421 +12%
Millennium Management
50
Millennium Management
New York
$51M +$53.2M +894,986 New

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.