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Brookfield Asset Management

604 hedge funds and large institutions have $82.7B invested in Brookfield Asset Management in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 59

33% more call options, than puts

Call options by funds: $123M | Put options by funds: $92.5M

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

15% more capital invested

Capital invested by funds: $72.2B → $82.7B (+$10.6B)

3% more funds holding

Funds holding: 586604 (+18)

0.46% more ownership

Funds ownership: 90.93%91.39% (+0.46%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
604
Holders Change
+18
Holders Change %
+3.07%
% of All Funds
7.95%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
206
Reduced
179
Closed
59
Calls
$123M
Puts
$92.5M
Net Calls
+$30.1M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$46.9M +$30.7M +571,041 +206%
UBS Group
52
UBS Group
Switzerland
$44.2M +$13M +241,482 +43%
AIMCA
53
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.7M -$20.9M -390,208 -34%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.8M -$806K -15,009 -2%
APG Asset Management
55
APG Asset Management
Netherlands
$39.6M +$33.1M +616,800 +276%
Deutsche Bank
56
Deutsche Bank
Germany
$38.7M +$6.79M +126,437 +22%
Wells Fargo
57
Wells Fargo
California
$38.2M -$11.9K -221 -0%
MSC
58
MUFG Securities (Canada)
New York
$35.3M +$3.43M +63,896 +11%
CI Investments Inc
59
CI Investments Inc
Ontario, Canada
$27.4M -$868K -16,168 -3%
LCP
60
LGT Capital Partners
Switzerland
$27.3M -$107K -2,000 -0.4%
UBS AM
61
UBS AM
Illinois
$27.1M +$12.3M +229,504 +88%
CLOS
62
Compagnie Lombard Odier SCmA
Switzerland
$26.8M +$228K +4,240 +0.9%
SFG
63
Sather Financial Group
Texas
$26.7M -$231K -4,310 -0.9%
Amundi
64
Amundi
France
$26.4M +$9.32M +173,673 +58%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$24.7M -$71.3M -1,328,026 -75%
AFIA
66
America First Investment Advisors
Nebraska
$24.6M -$272K -5,060 -1%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$23.8M +$361K +6,728 +2%
BRIM
68
Broad Run Investment Management
Virginia
$23M -$1.99M -37,015 -8%
PIC
69
Portland Investment Counsel
Ontario, Canada
$22.9M +$1.07M +19,950 +5%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$21.7M +$21.1M +393,000 New
AC
71
Addenda Capital
Quebec, Canada
$21.5M -$377K -7,029 -2%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$20.7M -$117K -2,184 -0.6%
MAMU
73
Marathon Asset Management (UK)
United Kingdom
$20.3M -$1.62M -30,153 -8%
MCI
74
McDonald Capital Investors
California
$20.3M -$655K -12,203 -3%
SBH
75
Segall Bryant & Hamill
Illinois
$19.9M -$1.11M -20,753 -5%

BAM Hedge Fund Activity: Q2 2025 in Review

604 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2025, worth a combined $82.7B — up 15% from $72.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new BAM positions and 59 closed out — a net gain of 24 holders — while 206 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $265M. The largest seller was Capital World Investors, cutting an estimated $417M.

  • 604 institutional investors held Brookfield Asset Management (BAM) as of Q2 2025, up from 586 in Q1 2025.
  • Funds reported $82.7B of Brookfield Asset Management stock for Q2 2025, up 15% quarter-over-quarter.
  • 83 funds opened new Brookfield Asset Management positions in Q2 2025 and 59 closed out, a net change of +24 holders.
  • The largest Brookfield Asset Management buyer in Q2 2025 was BlackRock, an estimated $265M added.
  • The largest Brookfield Asset Management seller in Q2 2025 was Capital World Investors, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2025.