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Brookfield Asset Management

586 hedge funds and large institutions have $85.2B invested in Brookfield Asset Management in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 199 increasing their positions, 200 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

3% more capital invested

Capital invested by funds: $82.7B → $85.2B (+$2.43B)

0.07% less ownership

Funds ownership: 91.39%91.32% (-0.07%)

1% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 200

3% less funds holding

Funds holding: 603586 (-17)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

47% less call options, than puts

Call options by funds: $38.7M | Put options by funds: $72.5M

Holders
586
Holders Change
-17
Holders Change %
-2.82%
% of All Funds
7.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
53
Increased
199
Reduced
200
Closed
63
Calls
$38.7M
Puts
$72.5M
Net Calls
-$33.8M
Net Calls Change
-$63.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$20.3M +$4.01M +67,438 +24%
SBH
77
Segall Bryant & Hamill
Illinois
$20M -$529K -8,890 -2%
MAMU
78
Marathon Asset Management (UK)
United Kingdom
$19.7M -$1.24M -20,840 -6%
MBI
79
Montrusco Bolton Investments
Quebec, Canada
$18.7M +$944K +15,879 +5%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$18M -$12.7K -213 -0.1%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$17.8M +$139K +2,334 +0.8%
Aviva
82
Aviva
United Kingdom
$17.8M +$1.08M +18,120 +6%
GP
83
Guardian Partners
Canada
$17.3M -$333K -5,602 -2%
SO
84
STRS Ohio
Ohio
$17.1M -$2.14M -36,031 -11%
Wellington Management Group
85
Wellington Management Group
Massachusetts
$16.5M +$161K +2,712 +0.9%
SFA
86
Sequoia Financial Advisors
Ohio
$16.5M -$74.6K -1,255 -0.4%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$16.2M +$2.97M +49,917 +21%
JVBC
88
J.V. Bruni & Co
Colorado
$15.9M -$282K -4,735 -2%
BFS
89
Baskin Financial Services
Ontario, Canada
$15.4M -$406K -6,829 -2%
QI
90
QV Investors
Alberta, Canada
$15.3M -$4.38M -73,623 -21%
CIS
91
Capital International Sarl
California
$15.3M +$544K +9,148 +4%
First Trust Advisors
92
First Trust Advisors
Illinois
$14.5M +$14.6M +244,797 +2,610%
HIM
93
Hillsdale Investment Management
Ontario, Canada
$14.5M +$5.99M +100,713 +66%
Raymond James Financial
94
Raymond James Financial
Florida
$14.3M +$1.74M +29,299 +13%
TAM
95
Tocqueville Asset Management
New York
$14.2M +$1.01M +17,017 +7%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$13.4M +$527K +8,863 +4%
APG Asset Management
97
APG Asset Management
Netherlands
$12.5M -$34.6M -582,000 -69%
HighTower Advisors
98
HighTower Advisors
Illinois
$12.5M +$1.95M +32,788 +18%
NWM
99
Nicola Wealth Management
British Columbia, Canada
$12.3M +$6.9M +116,000 +115%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$12M +$722K +12,137 +6%

BAM Hedge Fund Activity: Q3 2025 in Review

586 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q3 2025, worth a combined $85.2B — up 2.9% from $82.7B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BAM and 53 opened new positions — a net loss of 10 holders — while 200 trimmed existing stakes and 199 added.

The largest buyer was Royal Bank of Canada, adding an estimated $192M. The largest seller was CIBC World Market, cutting an estimated $95.2M.

  • 586 institutional investors held Brookfield Asset Management (BAM) as of Q3 2025, down from 603 in Q2 2025.
  • Funds reported $85.2B of Brookfield Asset Management stock for Q3 2025, up 2.9% quarter-over-quarter.
  • 53 funds opened new Brookfield Asset Management positions in Q3 2025 and 63 closed out, a net change of -10 holders.
  • The largest Brookfield Asset Management buyer in Q3 2025 was Royal Bank of Canada, an estimated $192M added.
  • The largest Brookfield Asset Management seller in Q3 2025 was CIBC World Market, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2025.