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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
DAS
626
Diversify Advisory Services
Utah
-$207K -3,304 Closed
TSMHT
627
Thurston Springer Miller Herd & Titak
Indiana
-$108K -1,947 Closed
PFPT
628
Pinnacle Financial Partners (Tennessee)
Tennessee
-$27.3K -494 Closed
BFP
629
Briaud Financial Planning
Texas
-$22K -408 Closed
Acadian Asset Management
630
Acadian Asset Management
Massachusetts
-$22K -405 Closed
SO
631
Sierra Ocean
California
-$20.6K -373 Closed
Lazard Asset Management
632
Lazard Asset Management
New York
-$13K -253 Closed
CCM
633
Carderock Capital Management
Maryland
-$11.1K -200 Closed
TPWA
634
Twin Peaks Wealth Advisors
California
-$9.46K -151 Closed
CPA
635
Compass Planning Associates
Massachusetts
-$7.51K -136 Closed
PSFG
636
Park Square Financial Group
Georgia
-$5.53K -100 Closed
GIA
637
GHP Investment Advisors
Colorado
-$4.59K -83 Closed
NC
638
NewSquare Capital
Pennsylvania
-$4.31K -78 Closed
BIG
639
Brooklyn Investment Group
New York
-$4.2K -76 Closed
Optiver Holding
640
Optiver Holding
Netherlands
-$3.87K -70 Closed
BFPW
641
BOK Financial Private Wealth
Colorado
-$3.43K -62 Closed
MVIP
642
Mar Vista Investment Partners
California
-$3.37K -61 Closed
MYIA
643
Mount Yale Investment Advisors
Colorado
-$3.27K -59 Closed
BCMLT
644
Beacon Capital Management LLC (Tennessee)
Tennessee
-$3.02K -55 Closed
RI
645
Ridgewood Investments
New Jersey
-$2.49K -45 Closed
DFC
646
DB Fitzpatrick & Co
Idaho
-$1.11K -20 Closed
RAM
647
Riggs Asset Management
Pennsylvania
-$830 -15 Closed
GC
648
Garde Capital
Washington
-$332 -6 Closed
T
649
Transce3nd
Texas
-$166 -3 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.