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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
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$12.1M
HKAM
102
Horizon Kinetics Asset Management
New York
$11.8M -$689K -12,838 -6%
MFWM
103
Motley Fool Wealth Management
Virginia
$11.6M -$2.77M -51,630 -20%
MFAM
104
Motley Fool Asset Management
Virginia
$11M -$200K -3,720 -2%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M +$8.43M +156,979 +373%
CM
106
Capula Management
Cayman Islands
$10.5M +$2.14M +39,898 +33%
HighTower Advisors
107
HighTower Advisors
Illinois
$10.3M +$2.26M +42,017 +29%
NEI
108
Northwest & Ethical Investments
Ontario, Canada
$9.89M -$1.53M -28,490 -14%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$9.87M +$9.59M +178,620 New
BZWA
110
Blue Zone Wealth Advisors
California
$9.67M +$160K +2,977 +2%
2
111
2Xideas
Switzerland
$9.35M -$945K -17,600 -9%
Royal London Asset Management
112
Royal London Asset Management
United Kingdom
$8.96M -$37.6K -700 -0.4%
MGWM
113
Marks Group Wealth Management
Minnesota
$8.95M -$86.3K -1,607 -1%
CI
114
Capital International
California
$8.91M +$2.85K +53 +0%
SSA
115
Schonfeld Strategic Advisors
New York
$8.84M -$640K -11,920 -7%
EIG
116
EdgePoint Investment Group
Ontario, Canada
$8.82M
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$8.8M +$7.81M +145,417 +1,061%
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$8.64M +$1.04M +19,322 +14%
HIM
119
Hillsdale Investment Management
Ontario, Canada
$8.5M -$690K -12,846 -8%
Fiera Capital (Canada)
120
Fiera Capital (Canada)
Quebec, Canada
$8.4M +$1.11M +20,631 +16%
SL
121
Summitry LLC
California
$7.99M +$522K +9,724 +7%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$7.78M -$40.9M -761,078 -84%
SCM
123
SKBA Capital Management
California
$7.72M
Squarepoint
124
Squarepoint
New York
$7.47M -$4.66M -86,894 -39%
AllianceBernstein
125
AllianceBernstein
Tennessee
$7.45M +$5.64M +105,149 +354%

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.