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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
RWM
601
Rezny Wealth Management
Florida
-$2.12M -38,381 Closed
1C
602
111 Capital
France
-$1.77M -32,022 Closed
PCM
603
Prana Capital Management
Connecticut
-$1.36M -24,592 Closed
Axa
604
Axa
France
-$1.14M -20,700 Closed
AAF
605
Andra AP-fonden
Sweden
-$1.51M -19,999 Closed
Wolverine Trading
606
Wolverine Trading
Illinois
-$1M -18,159 Closed
WTC
607
WhitTier Trust Company
Nevada
-$946K -17,114 Closed
HIM
608
HughesLittle Investment Management
-$857K -15,511 Closed
TC
609
TwinBeech Capital
New York
-$823K -14,885 Closed
CI
610
Corient IA
Florida
-$803K -14,525 Closed
Hudson Bay Capital Management
611
Hudson Bay Capital Management
Connecticut
-$721K -13,040 Closed
QOP
612
Quinn Opportunity Partners
Virginia
-$710K -12,850 Closed
MFS
613
Mirabella Financial Services
United Kingdom
-$708K -12,767 Closed
OCAM
614
Onex Canada Asset Management
Ontario, Canada
-$706K -12,752 Closed
CC
615
Centiva Capital
New York
-$629K -11,370 Closed
EGM
616
Engineers Gate Manager
New York
-$487K -8,801 Closed
CCP
617
Carmel Capital Partners
California
-$472K -8,546 Closed
QL
618
Quarry LP
New York
-$367K -6,647 Closed
IC
619
Iconiq Capital
California
-$366K -6,628 Closed
FRM
620
Fox Run Management
Connecticut
-$345K -6,248 Closed
LM
621
Lincluden Management
Ontario, Canada
-$319K -5,778 Closed
FC
622
FORA Capital
Florida
-$286K -5,180 Closed
AGC
623
Aspen Grove Capital
Colorado
-$277K -5,006 Closed
BRWA
624
B. Riley Wealth Advisors
Florida
-$212K -3,836 Closed
TPA
625
Trivium Point Advisory
Connecticut
-$200K -3,627 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.