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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
ADL
526
Asset Dedication LLC
California
$13.7K
CTC
527
Central Trust Company
Missouri
$13.6K
BIA
528
Bell Investment Advisors
California
$13.2K
LI
529
LRI Investments
Florida
$13.1K
MG
530
Mather Group
Illinois
$12.5K +$13.1K +278 New
CRI
531
Commonwealth Retirement Investments
Virginia
$12.3K +$12.9K +274 New
PB
532
Pinnacle Bancorp
Nebraska
$11.8K
ETC
533
Exchange Traded Concepts
Oklahoma
$11.7K +$12.3K +261 New
M
534
MOTCO
Texas
$11.1K
AW
535
Avion Wealth
Texas
$11K +$11.8K +250 New
TWD
536
True Wealth Design
Ohio
$10.8K -$2.31K -49 -17%
RWM
537
Raffa Wealth Management
District of Columbia
$10.5K +$8.03K +170 +262%
Walleye Capital
538
Walleye Capital
New York
$9.73K -$247K -5,238 -96%
FFO
539
Fortitude Family Office
Arizona
$9.28K
GWS
540
Greykasell Wealth Strategies
California
$9.26K
GWM
541
Gilpin Wealth Management
Colorado
$8.97K -$3.4K -72 -26%
TPCW
542
TD Private Client Wealth
New York
$8.74K -$16.8K -355 -65%
TFA
543
Transamerica Financial Advisors
Florida
$8.61K -$3.78K -80 -29%
DAM
544
Delta Asset Management
Tennessee
$8.52K +$1.65K +35 +23%
WA
545
WPG Advisers
Maryland
$8.39K
CAM
546
Costello Asset Management
Pennsylvania
$7.89K
NL
547
NVWM LLC
Pennsylvania
$7.53K +$7.93K +168 New
CFM
548
Cornerstone Financial Management
Massachusetts
$7.49K +$661 +14 +9%
KAS
549
Kemnay Advisory Services
New York
$7.45K +$330 +7 +4%
BFS
550
Burkett Financial Services
South Carolina
$7.45K +$7.84K +166 New

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.