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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$22M +$1.82M +38,582 +9%
HF
77
HRT Financial
New York
$21.4M -$16.7M -354,339 -43%
Canada Life
78
Canada Life
Manitoba, Canada
$19.7M +$2.83M +59,868 +16%
DP
79
DDD Partners
Washington
$19.5M +$20.5M +435,175 New
Russell Investments Group
80
Russell Investments Group
United Kingdom
$19.3M +$14.9M +315,831 +274%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$19.2M +$20.3M +429,159 New
PIC
82
Portland Investment Counsel
Ontario, Canada
$18.9M
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$18.8M -$1.6M -33,800 -7%
Public Sector Pension Investment Board (PSP Investments)
84
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.7M +$16.8M +356,437 +581%
CI Investments Inc
85
CI Investments Inc
Ontario, Canada
$18.4M +$2.13K +45 +0%
MBI
86
Montrusco Bolton Investments
Quebec, Canada
$17.7M +$2.33M +49,273 +14%
Fiera Capital (Canada)
87
Fiera Capital (Canada)
Quebec, Canada
$17.1M +$425K +9,002 +2%
PMAM
88
Picton Mahoney Asset Management
Ontario, Canada
$16.7M +$17.6M +373,792 New
AC
89
Addenda Capital
Quebec, Canada
$16.5M +$416K +8,820 +4%
FAMI
90
Fideuram Asset Management (Ireland)
$16.5M +$11.9M +252,291 New
Franklin Resources
91
Franklin Resources
California
$15.1M +$8.31M +176,038 +110%
Corient Private Wealth
92
Corient Private Wealth
Florida
$14.9M -$26.9M -569,821 -63%
GP
93
Guardian Partners
Canada
$14.8M -$561K -11,881 -3%
QCM
94
Quantinno Capital Management
New York
$14.4M +$1.89M +40,024 +14%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$14.3M +$228K +4,827 +2%
Barclays
96
Barclays
United Kingdom
$14M -$9.36M -198,293 -39%
CII
97
Capital International Inc
California
$13.3M +$28.3K +600 +0.2%
Raymond James Financial
98
Raymond James Financial
Florida
$13.2M +$1.41M +29,865 +11%
SG Americas Securities
99
SG Americas Securities
New York
$13.1M -$1.77M -37,434 -11%
Aviva
100
Aviva
United Kingdom
$12.9M -$2.98M -63,158 -18%

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.