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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
GWS
526
Greykasell Wealth Strategies
California
$8.48K
FHC
527
First Horizon Corporation
Tennessee
$8.31K +$8.68K +146 New
ZBNA
528
Zions Bancorporation, National Association
Utah
$8.14K -$2.38K -40 -22%
NECFA
529
New England Capital Financial Advisors
Connecticut
$7.6K
CFO
530
CVA Family Office
Colorado
$7.52K
Fifth Third Bancorp
531
Fifth Third Bancorp
Ohio
$7.52K +$3.57K +60 +83%
JFA
532
JNBA Financial Advisors
Minnesota
$7.35K
HWP
533
Highline Wealth Partners
California
$7.29K +$7.61K +128 New
HNB
534
Hilltop National Bank
Wyoming
$7.23K
NC
535
North Capital
Utah
$6.43K +$59 +1 +0.9%
ACM
536
Accent Capital Management
Ohio
$6.04K
GWSG
537
GPS Wealth Strategies Group
Colorado
$5.69K
BIA
538
Bell Investment Advisors
California
$5.18K -$1.61K -27 -23%
FGA
539
Fortis Group Advisors
New Jersey
$4.78K
CPG
540
Cornerstone Planning Group
New Jersey
$4.72K
BGAI
541
Bruce G. Allen Investments
Colorado
$4.67K
FWA
542
Flagship Wealth Advisors
Massachusetts
$4.55K
DWM
543
Darwin Wealth Management
Florida
$4.5K
LWA
544
Lowe Wealth Advisors
Maryland
$4.44K
TFIPS
545
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.33K
SS
546
Sunbelt Securities
Texas
$4.27K +$4.46K +75 New
SL
547
Salomon & Ludwin
Virginia
$4.22K -$178 -3 -4%
AAS
548
Ameritas Advisory Services
Nebraska
$4.16K -$238 -4 -5%
AWM
549
Accredited Wealth Management
Kentucky
$4.04K +$17.8K +300 +423%
RF
550
Robinswood Financial
Washington
$3.76K

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.