We are live on ! Find out more
BAM icon

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
DJSG
501
D.J. St. Germain
Massachusetts
$38.1K
NA
502
NewEdge Advisors
Louisiana
$38K +$189 +4 +0.5%
KFI
503
Key Financial Inc
Pennsylvania
$37.7K -$27.4K -581 -41%
CSP
504
Cary Street Partners
Virginia
$36.1K -$236 -5 -0.6%
HI
505
Harbour Investments
Wisconsin
$34.3K +$2.6K +55 +8%
RBC
506
Roble Belko & Company
Pennsylvania
$34K
CFM
507
Compass Financial Management
Florida
$31.2K +$28.3K +600 New
BT
508
Banque Transatlantique
France
$26.9K
MHIP
509
Mountain Hill Investment Partners
New Jersey
$26.8K
TC
510
Truvestments Capital
Florida
$26.3K
IA
511
IFP Advisors
Florida
$26.1K -$19.5K -413 -42%
CA
512
CoreCap Advisors
Michigan
$25.5K -$94 -2 -0.4%
TCOV
513
Trust Company of Vermont
Vermont
$25.2K +$26.5K +562 New
CT
514
Clearstead Trust
Maine
$23.5K
FCAS
515
First Command Advisory Services
Texas
$21.9K +$7.65K +162 +50%
SWM
516
SHP Wealth Management
Massachusetts
$20.6K +$2.46K +52 +13%
NICM
517
Neo Ivy Capital Management
New York
$20.4K -$405K -8,569 -95%
HC
518
Hara Capital
Washington
$20.2K
CA
519
Continuum Advisory
Idaho
$18.2K +$19.1K +405 New
FMP
520
Financial Management Professionals
Texas
$17.6K -$80.5K -1,705 -81%
BWA
521
Basecamp Wealth Advisors
Washington
$17.6K -$12.7K -269 -41%
CB
522
Community Bank
New York
$17.1K
SFFS
523
Stonehage Fleming Financial Services
Jersey
$15.6K
GKIM
524
GW&K Investment Management
Massachusetts
$15K +$15.9K +336 New
IA
525
IFG Advisory
Georgia
$13.9K -$147K -3,105 -91%

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.