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Brookfield Asset Management

619 hedge funds and large institutions have $67B invested in Brookfield Asset Management in 2026 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

3% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 209

2% more capital invested

Capital invested by funds: $65.9B → $67B (+$1.15B)

0.52% more ownership

Funds ownership: 90.46%90.98% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 627619 (-8)

34% less call options, than puts

Call options by funds: $104M | Put options by funds: $158M

Holders
619
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
7.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
70
Increased
216
Reduced
209
Closed
67
Calls
$104M
Puts
$158M
Net Calls
-$53.6M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$160M -$5.59M -118,415 -3%
Vanguard Fiduciary Trust
27
Vanguard Fiduciary Trust
Pennsylvania
$155M +$893K +18,905 +0.6%
DC
28
Davenport & Co
Virginia
$150M -$2.38M -50,376 -1%
CB
29
Cooke & Bieler
Pennsylvania
$137M -$1.01M -21,378 -0.7%
Bank of America
30
Bank of America
North Carolina
$135M -$20.4M -432,022 -13%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$131M -$4.25M -89,931 -3%
Vanguard Global Advisers
32
Vanguard Global Advisers
Pennsylvania
$130M +$10.4M +220,060 +8%
Fidelity International
33
Fidelity International
Bermuda
$127M -$134M -2,846,986 -50%
Legal & General Group
34
Legal & General Group
United Kingdom
$104M +$5.12M +108,398 +5%
MG
35
Markel Group
Virginia
$98.4M
DWA
36
Douglass Winthrop Advisors
New York
$94M -$655K -13,872 -0.7%
SC
37
Scotia Capital
Ontario, Canada
$92M +$5.81M +123,129 +6%
Toronto Dominion Bank
38
Toronto Dominion Bank
Ontario, Canada
$79.1M +$2.28M +48,349 +3%
PAMP
39
Polar Asset Management Partners
Ontario, Canada
$74M +$77.9M +1,650,165 New
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$73.6M -$25M -530,155 -24%
IIM
41
Intact Investment Management
Quebec, Canada
$72.2M -$2.46M -52,090 -3%
MAM
42
Madison Asset Management
Wisconsin
$70.4M -$4.94M -104,681 -6%
JP Morgan Chase
43
JP Morgan Chase
New York
$70.4M +$2.25M +47,754 +3%
Jane Street
44
Jane Street
New York
$70.1M -$14.9M -315,210 -17%
Millennium Management
45
Millennium Management
New York
$67.7M +$61.3M +1,297,725 +614%
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$56.9M +$21.8M +461,418 +57%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$54.3M +$17.5M +370,551 +44%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$53.9M +$18.2M +385,178 +47%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.7M +$11.9M +252,875 +27%
QC
50
Quadrature Capital
United Kingdom
$52.6M +$28.6M +606,762 +107%

BAM Hedge Fund Activity: Q2 2026 in Review

619 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2026, worth a combined $67B — up 1.7% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BAM positions and 67 closed out — a net gain of 3 holders — while 216 added to existing stakes and 209 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 619 institutional investors held Brookfield Asset Management (BAM) as of Q2 2026, down from 627 in Q1 2026.
  • Funds reported $67B of Brookfield Asset Management stock for Q2 2026, up 1.7% quarter-over-quarter.
  • 70 funds opened new Brookfield Asset Management positions in Q2 2026 and 67 closed out, a net change of +3 holders.
  • The largest Brookfield Asset Management buyer in Q2 2026 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $141M added.
  • The largest Brookfield Asset Management seller in Q2 2026 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2026.