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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
Northern Trust
51
Northern Trust
Illinois
$49.4M +$2.26M +47,779 +5%
Connor, Clark & Lunn Investment Management (CC&L)
52
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$49M +$1.59M +33,702 +3%
Nuveen
53
Nuveen
North Carolina
$48.9M +$2.24M +47,401 +5%
First Manhattan
54
First Manhattan
New York
$47.9M -$1.79M -37,878 -3%
Alyeska Investment Group
55
Alyeska Investment Group
Illinois
$47.7M +$50.2M +1,063,448 New
SFG
56
Sather Financial Group
Texas
$42.4M +$17.6M +372,638 +65%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$41.9M -$3.45M -73,138 -7%
FAM
58
Fenimore Asset Management
New York
$40.7M -$463K -9,814 -1%
Vanguard Asset Management
59
Vanguard Asset Management
$37.7M +$3.1M +65,565 +8%
Amundi
60
Amundi
France
$35M +$3.52M +74,628 +11%
BCIM
61
British Columbia Investment Management
British Columbia, Canada
$34.5M -$7.31M -154,739 -17%
Deutsche Bank
62
Deutsche Bank
Germany
$31.5M -$4.22M -89,358 -11%
Wells Fargo
63
Wells Fargo
California
$30.8M +$1.96M +41,421 +6%
OAC
64
OMERS Administration Corp
Ontario, Canada
$30.3M +$31.9M +675,600 New
Vanguard Portfolio Management
65
Vanguard Portfolio Management
Pennsylvania
$30.2M +$9.94M +210,579 +46%
AQR Capital Management
66
AQR Capital Management
Connecticut
$28.5M +$3.71M +78,553 +14%
Invesco
67
Invesco
Georgia
$28.2M -$46.2M -977,608 -61%
BRIM
68
Broad Run Investment Management
Virginia
$27M -$43.8K -928 -0.2%
UBS Group
69
UBS Group
Switzerland
$26.6M -$2.85M -60,462 -9%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$25.4M -$65.7M -1,391,080 -71%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$24.4M +$3.62M +76,715 +16%
GIC
72
GFI Investment Counsel
Ontario, Canada
$24.2M -$635K -13,456 -2%
MSC
73
MUFG Securities (Canada)
New York
$23.9M -$1.22M -25,816 -5%
NWM
74
Nicola Wealth Management
British Columbia, Canada
$23.1M +$3.87M +81,900 +19%
GCC
75
Guardian Capital (Canada)
Ontario, Canada
$23M +$7.25M +153,651 +43%

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.