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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
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$75.1K +$14.4K +304 +22%
PA
477
Parallel Advisors
California
$74.5K -$94K -1,990 -55%
CH
478
Cromwell Holdings
Wyoming
$71.4K
CCWM
479
Cassaday & Co Wealth Management
Virginia
$70.1K -$803 -17 -1%
FP
480
Financial Perspectives
Minnesota
$69.2K
VCM
481
Versant Capital Management
Arizona
$65K -$4.82K -102 -7%
PTC
482
Private Trust Company
Ohio
$64.9K
LI
483
Louisbourg Investments
New Brunswick, Canada
$62.7K -$94 -2 -0.1%
LFG
484
Larson Financial Group
Missouri
$60K +$897 +19 +1%
EWA
485
EverSource Wealth Advisors
Alabama
$59.8K -$17.8K -376 -22%
HPC
486
HM Payson & Co
Maine
$58.3K
MHR
487
Matthew Hamilton Rosenberg
$52K +$40.3K +854 +280%
PWA
488
Provenance Wealth Advisors
Florida
$50.4K
LAM
489
LOM Asset Management
$47.7K +$7.08K +150 +25%
BCWM
490
Bartlett & Co Wealth Management
Ohio
$46.4K
BL
491
BFSG LLC
California
$45.2K
DFA
492
DHJJ Financial Advisors
Illinois
$44.9K
PGAM
493
Princeton Global Asset Management
New Jersey
$44.9K
AssetMark Inc
494
AssetMark Inc
California
$41.3K +$9.73K +206 +29%
LB
495
Legacy Bridge
Iowa
$40.8K
PWPS
496
Pinnacle Wealth Planning Services
Ohio
$40.6K -$236 -5 -0.5%
HIM
497
Hillsdale Investment Management
Ontario, Canada
$40.3K -$3.54M -74,970 -99%
APW
498
Allied Private Wealth
Florida
$40.2K +$41.7K +883 New
POIA
499
Pin Oak Investment Advisors
Texas
$40K
ZBNA
500
Zions Bancorporation, National Association
Utah
$38.9K +$2.46K +52 +6%

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.