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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
Stifel Financial
101
Stifel Financial
Missouri
$12M -$1.68M -28,266 -12%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$11.9M -$511K -8,600 -4%
Citigroup
103
Citigroup
New York
$11.8M +$5.16M +86,829 +72%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.4M +$11.9M +200,000 New
MFAM
105
Motley Fool Asset Management
Virginia
$10.9M -$465K -7,812 -4%
HKAM
106
Horizon Kinetics Asset Management
New York
$10.9M -$1.36M -22,926 -11%
Fiera Capital (Canada)
107
Fiera Capital (Canada)
Quebec, Canada
$10.5M +$1.96M +32,923 +22%
MFWM
108
Motley Fool Wealth Management
Virginia
$10.5M -$1.51M -25,431 -12%
2
109
2Xideas
Switzerland
$10.4M +$846K +14,221 +8%
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$10.2M +$1.23M +20,605 +13%
BZWA
111
Blue Zone Wealth Advisors
California
$10M +$86.7K +1,457 +0.8%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$9.5M +$9.91M +166,612 +62,401%
Pictet Asset Management
113
Pictet Asset Management
Switzerland
$9.26M +$370K +6,218 +4%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$9.11M +$5.42M +91,194 +133%
EIG
115
EdgePoint Investment Group
Ontario, Canada
$9.06M
CI
116
Capital International
California
$8.82M -$380K -6,382 -4%
SL
117
Summitry LLC
California
$8.68M +$464K +7,803 +5%
LTI
118
Laffer Tengler Investments
Tennessee
$8.55M +$1.24M +20,826 +16%
NEI
119
Northwest & Ethical Investments
Ontario, Canada
$8.5M -$1.75M -29,380 -16%
VanEck Associates
120
VanEck Associates
New York
$8.49M +$2.86M +48,075 +48%
Creative Planning
121
Creative Planning
Kansas
$8.38M +$1.32M +22,220 +18%
MGWM
122
Marks Group Wealth Management
Minnesota
$8.36M -$893K -15,024 -9%
AllianceBernstein
123
AllianceBernstein
Tennessee
$8.35M +$702K +11,811 +9%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$8.34M +$2.66M +44,669 +44%
CM
125
Capula Management
Cayman Islands
$7.84M -$1.95M -32,740 -21%

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.