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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
FC
551
Financial Consulate
Maryland
$6.91K -$4.67K -99 -39%
RFS
552
Richardson Financial Services
Massachusetts
$6.73K
FHC
553
First Horizon Corporation
Tennessee
$6.55K
OCWP
554
Owl Creek Wealth Partners
Colorado
$6.28K -$9.91K -210 -60%
NECFA
555
New England Capital Financial Advisors
Connecticut
$6.14K +$47 +1 +0.7%
CFO
556
CVA Family Office
Colorado
$5.92K -$1.27K -27 -17%
JFA
557
JNBA Financial Advisors
Minnesota
$5.79K
PWMG
558
Private Wealth Management Group
New Jersey
$5.43K
PWMG
559
Prestige Wealth Management Group
New Jersey
$4.75K -$6.33K -134 -56%
NSIM
560
North Star Investment Management
Illinois
$4.75K +$1.79K +38 +56%
AFC
561
Ares Financial Consulting
California
$4.71K
EWP
562
Elevation Wealth Partners
California
$4.53K +$4.77K +101 New
BIAS
563
Beacon Investment Advisory Services
New Jersey
$4.49K -$2.69K -57 -36%
TCM
564
Triumph Capital Management
Colorado
$4.49K
NFSG
565
Newbridge Financial Services Group
Florida
$4.04K
BWS
566
Buck Wealth Strategies
Colorado
$3.9K +$4.11K +87 New
CPG
567
Cornerstone Planning Group
New Jersey
$3.85K -$661 -14 -14%
FGA
568
Fortis Group Advisors
New Jersey
$3.77K
BW
569
Bravera Wealth
North Dakota
$3.63K
FWA
570
Flagship Wealth Advisors
Massachusetts
$3.59K
TSMHT
571
Thurston Springer Miller Herd & Titak
Indiana
$3.59K
Optiver Holding
572
Optiver Holding
Netherlands
$3.59K +$3.78K +80 New
DWM
573
Darwin Wealth Management
Florida
$3.54K
TFIPS
574
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.4K
SL
575
Salomon & Ludwin
Virginia
$3.27K

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.