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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
S
651
Storgate
Texas
-$312K -7,030 Closed
AIM
652
Aigen Investment Management
New York
-$432K -6,983 Closed
SCA
653
Snowden Capital Advisors
New York
-$301K -6,797 Closed
SCM
654
Summerhill Capital Management
Ontario, Canada
-$295K -6,652 Closed
S
655
SimplyRich
California
-$277K -6,254 Closed
YMRC
656
Yorktown Management & Research Company
Virginia
-$251K -5,637 Closed
AWM
657
Athena Wealth Management
Nevada
-$233K -5,251 Closed
EWM
658
Evercore Wealth Management
New York
-$228K -5,136 Closed
Fisher Asset Management
659
Fisher Asset Management
Washington
-$220K -4,941 Closed
JFG
660
Jefferies Financial Group
New York
-$203K -4,576 Closed
TCIIS
661
TIAA-CREF Individual & Institutional Services
New York
-$153K -3,446 Closed
SC
662
Solstein Capital
California
-$91.8K -2,066 Closed
TWIM
663
TIAA Wealth Investment Management
New York
-$90.5K -2,036 Closed
GA
664
GoalVest Advisory
New York
-$88.5K -1,990 Closed
DZ Bank
665
DZ Bank
Germany
-$85.6K -1,926 Closed
DI
666
DAGCO Inc
Ohio
-$78.5K -1,765 Closed
HDIM
667
Hanson & Doremus Investment Management
Vermont
-$69K -1,548 Closed
AA
668
Addison Advisors
Vermont
-$67.7K -1,524 Closed
RFP
669
Root Financial Partners
California
-$57K -1,283 Closed
UBP
670
Union Bancaire Privee
Switzerland
-$25.4K -776 Closed
ECSS
671
Eurizon Capital SGR SpA
-$32.5K -731 Closed
CFB
672
Cullen/Frost Bankers
Texas
-$25.6K -575 Closed
IAAG
673
Innovative Asset Advisors Group
Connecticut
-$22.2K -500 Closed
IUHSA
674
Itau Unibanco Holding S.A.
Brazil
-$15K -338 Closed
LWMI
675
Legacy Wealth Management (Idaho)
Idaho
-$8.45K -190 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.