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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
KFAS
576
Keating Financial Advisory Services
Kansas
$3.23K +$2.17K +46 +177%
CI
577
CX Institutional
Indiana
$3K
RF
578
Robinswood Financial
Washington
$2.96K
WPA
579
West Paces Advisors
Georgia
$2.92K +$3.07K +65 New
USB
580
Union Savings Bank
Connecticut
$2.78K
MCM
581
MV Capital Management
Maryland
$2.69K +$1.79K +38 +173%
SIC
582
SJS Investment Consulting
Ohio
$2.6K
HFS
583
Hughes Financial Services
Virginia
$2.56K +$189 +4 +8%
JWA
584
JFS Wealth Advisors
Pennsylvania
$2.42K +$189 +4 +8%
EWM
585
Evermay Wealth Management
Virginia
$2.29K
RF
586
Roxbury Financial
New Jersey
$2.29K +$2.41K +51 New
PWA
587
Physician Wealth Advisors
Utah
$2.2K -$378 -8 -14%
VWA
588
VSM Wealth Advisory
Maryland
$2.15K
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.02K
HFS
590
Hantz Financial Services
Michigan
$2K -$9.44K -200 -83%
CIAM
591
Caitong International Asset Management
Hong Kong
$1.79K -$614 -13 -25%
JWM
592
JPL Wealth Management
Colorado
$1.79K -$94 -2 -5%
MSWM
593
Mowery & Schoenfeld Wealth Management
Illinois
$1.75K
NEWAS
594
N.E.W. Advisory Services
Wisconsin
$1.75K +$1.84K +39 New
APFP
595
Action Point Financial Planning
Michigan
$1.61K +$1.79K +38 New
GSWM
596
Golden State Wealth Management
California
$1.48K
NRG
597
Nemes Rush Group
Michigan
$1.26K -$850 -18 -39%
BTI
598
Blue Trust Inc
Georgia
$1.21K
AWM
599
Activest Wealth Management
Florida
$1.17K +$1.23K +26 New
WCM
600
Winthrop Capital Management
Indiana
$1K +$1.18K +25 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.