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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
AIS
601
Advocate Investing Services
Maryland
$987
BDPWM
602
Barnes Dennig Private Wealth Management
Ohio
$987
CFD
603
Creative Financial Designs
Indiana
$942
RF
604
Rossby Financial
Florida
$852 -$755 -16 -46%
MO
605
McMillan Office
Michigan
$852
HI
606
Horizon Investments
North Carolina
$807 -$1.6K -34 -65%
PWAM
607
Private Wealth Asset Management
Iowa
$807
SFS
608
Sunrise Financial Services
Washington
$538 -$567 -12 -50%
TC
609
Trust Company
Kansas
$538
AG
610
AmeriFlex Group
Nevada
$449
APW
611
Aventura Private Wealth
Florida
$314
TM
612
Torren Management
California
$278
DCM
613
Dorato Capital Management
Colorado
$234
SC
614
SouthState Corp
Florida
$225 -$236 -5 -50%
MWM
615
Mosley Wealth Management
California
$224
MCM
616
Manchester Capital Management
Vermont
$180 -$189 -4 -50%
GFA
617
Godfrey Financial Associates
New York
$179
MIM
618
Marshall Investment Management
Colorado
$179 +$189 +4 New
MCA
619
McGuire Capital Advisors
Oklahoma
$45 +$47 +1 New
AWM
620
Abound Wealth Management
Tennessee
$2
Renaissance Technologies
621
Renaissance Technologies
New York
-$49M -1,103,325 Closed
APG Asset Management
622
APG Asset Management
Netherlands
-$8.82M -229,334 Closed
CF
623
Canoe Financial
Alberta, Canada
-$7.2M -162,000 Closed
MFWM
624
Motley Fool Wealth Management
Virginia
-$4.4M -98,935 Closed
XT
625
XTX Topco
Cayman Islands
-$4.27M -96,000 Closed

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.