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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
Canada Life
76
Canada Life
Manitoba, Canada
$19.1M +$2.65M +49,297 +17%
QI
77
QV Investors
Alberta, Canada
$18.9M -$3.49M -64,935 -16%
SO
78
STRS Ohio
Ohio
$18.6M +$18.1M +336,397 New
GP
79
Guardian Partners
Canada
$17.6M -$124K -2,311 -0.7%
CII
80
Capital International Inc
California
$17.5M +$3.09M +57,535 +22%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$17.5M +$16.9M +315,471 +31,642%
MBI
82
Montrusco Bolton Investments
Quebec, Canada
$17.3M -$5.84M -108,778 -26%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$17.2M +$1.81M +33,674 +12%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$17M +$7.58M +141,207 +85%
Aviva
85
Aviva
United Kingdom
$16.3M +$15M +279,202 +1,792%
SFA
86
Sequoia Financial Advisors
Ohio
$16.1M +$59.8K +1,114 +0.4%
Ameriprise
87
Ameriprise
Minnesota
$16M -$6.86M -127,713 -31%
Wellington Management Group
88
Wellington Management Group
Massachusetts
$15.9M -$55.7K -1,037 -0.4%
JVBC
89
J.V. Bruni & Co
Colorado
$15.7M -$176K -3,284 -1%
Renaissance Technologies
90
Renaissance Technologies
New York
$15.7M -$5M -93,200 -25%
BFS
91
Baskin Financial Services
Ontario, Canada
$15.4M -$180K -3,360 -1%
IIM
92
Intact Investment Management
Quebec, Canada
$14.4M +$6.8M +126,690 +95%
CIS
93
Capital International Sarl
California
$14.3M +$507K +9,439 +4%
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$14.1M +$361K +6,725 +3%
Stifel Financial
95
Stifel Financial
Missouri
$13.2M -$143K -2,662 -1%
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$13M +$8.93M +166,300 +242%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$12.9M +$255K +4,742 +2%
TAM
98
Tocqueville Asset Management
New York
$12.8M -$86.2K -1,605 -0.7%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$12.5M +$249K +4,638 +2%
Raymond James Financial
100
Raymond James Financial
Florida
$12.3M +$883K +16,446 +8%

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.