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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
DJSG
501
D.J. St. Germain
Massachusetts
$30.5K
FFA
502
Farther Finance Advisors
California
$27K +$10.3K +173 +57%
HC
503
Hara Capital
Washington
$25.7K
SWM
504
Spire Wealth Management
Virginia
$23.4K
AAG
505
Armstrong Advisory Group
Massachusetts
$23.3K
CB
506
Community Bank
New York
$21.7K
SFFS
507
Stonehage Fleming Financial Services
Jersey
$19.8K
PWMG
508
Prestige Wealth Management Group
New Jersey
$18.8K
ADL
509
Asset Dedication LLC
California
$17.4K
MHR
510
Matthew Hamilton Rosenberg
$17.4K
CTC
511
Central Trust Company
Missouri
$16.9K +$892 +15 +5%
SHIM
512
Stone House Investment Management
Pennsylvania
$16.2K
RFP
513
Root Financial Partners
California
$15.7K +$16.4K +276 New
MCM
514
Manchester Capital Management
Vermont
$15.3K -$15K -253 -49%
PB
515
Pinnacle Bancorp
Nebraska
$14.9K
M
516
MOTCO
Texas
$14.1K
PC
517
Promus Capital
Illinois
$13.5K
FFO
518
Fortitude Family Office
Arizona
$11.8K
FWM
519
FSA Wealth Management
Massachusetts
$11.2K
LWMI
520
Legacy Wealth Management (Idaho)
Idaho
$10.8K
KPP
521
Kings Path Partners
Texas
$10.7K
CAM
522
Costello Asset Management
Pennsylvania
$10K
BCM
523
Boreal Capital Management
Florida
$9.96K
FCAS
524
First Command Advisory Services
Texas
$9.57K +$9.99K +168 New
DAM
525
Delta Asset Management
Tennessee
$8.83K

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.