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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
PWMG
576
Private Wealth Management Group
New Jersey
$456
Macquarie Group
577
Macquarie Group
Australia
$455 -$1.15M -19,343 -100%
APW
578
Aventura Private Wealth
Florida
$399
FFA
579
Frazier Financial Advisors
Ohio
$399 +$416 +7 New
SIC
580
SJS Investment Consulting
Ohio
$285
SN
581
Sittner & Nelson
Oregon
$228
NMG
582
New Millennium Group
Utah
$171
RF
583
Robbins Farley
New Hampshire
$171 +$178 +3 New
TWD
584
True Wealth Design
Ohio
$171 +$178 +3 New
SIS
585
Sound Income Strategies
Florida
$118 +$119 +2 New
CAM
586
Creekmur Asset Management
Illinois
$35
AWM
587
Abound Wealth Management
Tennessee
$2 -$1.96K -33 Closed
Norges Bank
588
Norges Bank
Norway
-$295M -5,323,829 Closed
LCP
589
LGT Capital Partners
Switzerland
-$27.3M -495,000 Closed
UBS AM
590
UBS AM
Illinois
-$27.1M -490,554 Closed
D.E. Shaw & Co
591
D.E. Shaw & Co
New York
-$17M -307,093 Closed
Renaissance Technologies
592
Renaissance Technologies
New York
-$15.7M -284,000 Closed
Voloridge Investment Management
593
Voloridge Investment Management
Florida
-$6.1M -110,405 Closed
BA
594
Bridgewater Associates
Connecticut
-$4.54M -82,222 Closed
DTL
595
Dynamic Technology Lab
Singapore
-$3.01M -54,524 Closed
PHK
596
Point72 Hong Kong
Hong Kong
-$3M -54,378 Closed
LIP
597
Landmark Investment Partners
Florida
-$2.97M -53,697 Closed
WT
598
Whittier Trust
California
-$2.52M -45,508 Closed
QT
599
Quantbot Technologies
New York
-$2.45M -44,249 Closed
CSS
600
Cubist Systematic Strategies
Connecticut
-$2.31M -38,785 Closed

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.