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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
PWA
551
Physician Wealth Advisors
Utah
$3.7K
HIA
552
Harbor Investment Advisory
Maryland
$3.7K
JWA
553
JFS Wealth Advisors
Pennsylvania
$3.53K
GSWM
554
Golden State Wealth Management
California
$3.47K +$1.67K +28 +85%
HFS
555
Hantz Financial Services
Michigan
$3K +$2.97K +50 New
VWA
556
VSM Wealth Advisory
Maryland
$2.73K
NSIM
557
North Star Investment Management
Illinois
$2.73K +$476 +8 +20%
JWM
558
JPL Wealth Management
Colorado
$2.56K +$2.68K +45 New
RIL
559
Rothschild Investment LLC
Illinois
$2.56K +$2.44K +41 +1,025%
HFS
560
Hughes Financial Services
Virginia
$2.35K
WWA
561
Wealth Watch Advisors
Colorado
$2.28K +$2.38K +40 New
OPTFSNA
562
Old Point Trust & Financial Services N A
Virginia
$2.11K
BTI
563
Blue Trust Inc
Georgia
$1.59K -$1.31K -22 -44%
EP
564
Essential Partners
California
$1.31K +$1.37K +23 New
BAM
565
Bellevue Asset Management
Washington
$1.31K -$178 -3 -12%
TFA
566
Transamerica Financial Advisors
Florida
$1.08K +$1.13K +19 New
PWAM
567
Private Wealth Asset Management
Iowa
$1.02K
FUBT
568
First United Bank & Trust
Maryland
$968 +$1.01K +17 New
PCM
569
PenderFund Capital Management
British Columbia, Canada
$967 +$1.01K +17 New
ME
570
McIlrath & Eck
Washington
$797
CIAM
571
Caitong International Asset Management
Hong Kong
$740 -$26.9K -453 -97%
SJIM
572
St. Johns Investment Management
Florida
$740
CFD
573
Creative Financial Designs
Indiana
$626
MG
574
Mather Group
Illinois
$626 +$654 +11 New
TIM
575
Tortoise Investment Management
New York
$626 +$654 +11 New

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.