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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
TCOV
476
Trust Company of Vermont
Vermont
$60.9K
QC
477
Quent Capital
New York
$59.5K +$62.1K +1,045 New
BCWM
478
Bartlett & Co Wealth Management
Ohio
$58.9K
BL
479
BFSG LLC
California
$57.3K
DFA
480
DHJJ Financial Advisors
Illinois
$57K
PGAM
481
Princeton Global Asset Management
New Jersey
$56.9K
HWA
482
Heartwood Wealth Advisors
Virginia
$55.4K +$57.9K +974 New
HI
483
Harbour Investments
Wisconsin
$53.5K
LB
484
Legacy Bridge
Iowa
$51.8K
POIA
485
Pin Oak Investment Advisors
Texas
$50.8K
CFB
486
Cullen/Frost Bankers
Texas
$48.1K +$13.9K +233 +38%
NA
487
NewEdge Advisors
Louisiana
$47.7K -$654 -11 -1%
TPCW
488
TD Private Client Wealth
New York
$47.4K +$45.4K +764 +1,124%
GI
489
GAMMA Investing
California
$47.3K +$23.8K +401 +93%
CSP
490
Cary Street Partners
Virginia
$46.1K +$33.4K +562 +228%
AssetMark Inc
491
AssetMark Inc
California
$46K +$23.5K +395 +96%
LSA
492
Leonteq Securities AG
Switzerland
$42.6K +$44.5K +748 New
SHM
493
Sagard Holdings Management
Ontario, Canada
$40K -$416 -7 -1%
AF
494
Allworth Financial
California
$39.6K +$7.26K +122 +21%
Simplex Trading
495
Simplex Trading
Illinois
$34K -$185K -3,115 -84%
MHIP
496
Mountain Hill Investment Partners
New Jersey
$34K
TC
497
Truvestments Capital
Florida
$33.4K
IA
498
IFP Advisors
Florida
$33.4K +$178 +3 +0.5%
CA
499
CoreCap Advisors
Michigan
$32.2K
GRP
500
Global Retirement Partners
California
$31.1K -$1.78K -30 -5%

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.