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Brookfield Asset Management
BAM

Overview Fund Activity

590 hedge funds and large institutions have $82.6B invested in Brookfield Asset Management in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 202 increasing their positions, 174 reducing their positions, and 56 closing their positions.

Holders
590
Holders Change
+17
Holders Change %
+2.97%
% of All Funds
7.92%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
85
Increased
202
Reduced
174
Closed
56
Calls
$109M
Puts
$88.5M
Net Calls
+$20.6M
Net Calls Change
+$4.06M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$295M
2
BlackRock
2
BlackRock
New York
$293M
3
State Street
3
State Street
Massachusetts
$195M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.2B
5
Fidelity International
5
Fidelity International
Bermuda
$748M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$905M
2
Millennium Management
2
Millennium Management
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$2.96M
4
Jane Street
4
Jane Street
New York
$3.03M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NL
51
Nuveen LLC
North Carolina
$46.9M 848,676 +571,041 +206%
UBS Group
52
UBS Group
Switzerland
$44.2M 799,173 +241,482 +43%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.8M 724,808 -15,009 -2%
APG Asset Management
54
APG Asset Management
Netherlands
$39.6M 840,600 +616,800 +276%
Deutsche Bank
55
Deutsche Bank
Germany
$38.7M 700,376 +126,437 +22%
Wells Fargo
56
Wells Fargo
California
$38.2M 691,665 -221 -0%
MSC
57
MUFG Securities (Canada)
New York
$35.3M 638,413 +63,896 +11%
CI Investments Inc
58
CI Investments Inc
Ontario, Canada
$27.4M 495,875 -16,168 -3%
LCP
59
LGT Capital Partners
Switzerland
$27.3M 495,000 -2,000 -0.4%
UBS AM
60
UBS AM
Illinois
$27.1M 490,554 +229,504 +88%
CLOS
61
Compagnie Lombard Odier SCmA
Switzerland
$26.8M 484,090 +4,240 +0.9%
SFG
62
Sather Financial Group
Texas
$26.7M 483,377 -4,310 -0.9%
Amundi
63
Amundi
France
$26.4M 475,199 +173,673 +58%
AFIA
64
America First Investment Advisors
Nebraska
$24.6M 445,219 -5,060 -1%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$23.8M 430,081 +6,728 +2%
BRIM
66
Broad Run Investment Management
Virginia
$23M 415,637 -37,015 -8%
PIC
67
Portland Investment Counsel
Ontario, Canada
$22.9M 414,100 +19,950 +5%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$21.7M 393,000 +393,000 New
AC
69
Addenda Capital
Quebec, Canada
$21.5M 285,133 -7,029 -2%
MAMU
70
Marathon Asset Management (UK)
United Kingdom
$20.3M 367,324 -30,153 -8%
MCI
71
McDonald Capital Investors
California
$20.3M 366,595 -12,203 -3%
SBH
72
Segall Bryant & Hamill
Illinois
$19.9M 360,221 -20,753 -5%
Canada Life
73
Canada Life
Manitoba, Canada
$19.1M 346,880 +49,297 +17%
QI
74
QV Investors
Alberta, Canada
$18.9M 342,681 -64,935 -16%
SO
75
STRS Ohio
Ohio
$18.6M 336,397 +336,397 New
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3
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