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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
AFIA
101
America First Investment Advisors
Nebraska
$12.8M +$20.3K +431 +0.2%
MAMU
102
Marathon Asset Management (UK)
United Kingdom
$12.7M -$1.97M -41,664 -13%
SFA
103
Sequoia Financial Advisors
Ohio
$12.6M -$470K -9,953 -3%
JVBC
104
J.V. Bruni & Co
Colorado
$12.1M -$166K -3,520 -1%
PGH
105
Partners Group Holding
Switzerland
$12.1M -$1.83M -38,750 -13%
BFS
106
Baskin Financial Services
Ontario, Canada
$11.5M -$110K -2,335 -0.9%
MCI
107
McDonald Capital Investors
California
$11.4M -$4.04M -85,578 -25%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$10.8M +$48.3K +1,023 +0.4%
CIS
109
Capital International Sarl
California
$10.8M +$891K +18,863 +9%
LIP
110
Liontrust Investment Partners
United Kingdom
$10.6M -$732K -15,496 -6%
Wellington Management Group
111
Wellington Management Group
Massachusetts
$10.5M -$737K -15,610 -6%
SMDAM
112
Sumitomo Mitsui DS Asset Management
Japan
$10.5M +$11M +233,029 New
VanEck Associates
113
VanEck Associates
New York
$10.3M -$6.9M -146,239 -39%
TAM
114
Tocqueville Asset Management
New York
$10.1M -$712K -15,082 -6%
AM
115
AGF Management
Ontario, Canada
$9.81M +$10.6K +225 +0.1%
VNIM
116
Vaughan Nelson Investment Management
Texas
$9.75M +$10.3M +217,310 New
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$9.69M -$13.6K -287 -0.1%
AIMCA
118
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.68M +$5.43M +115,061 +114%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$9.61M +$33.8K +715 +0.3%
AIP
120
ARS Investment Partners
New York
$9.47M +$9.97M +211,158 New
Stifel Financial
121
Stifel Financial
Missouri
$9.21M -$199K -4,220 -2%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$9.01M -$248K -5,243 -3%
Voloridge Investment Management
123
Voloridge Investment Management
Florida
$8.98M +$9.45M +200,133 New
UBS AM
124
UBS AM
Illinois
$8.91M
ClearBridge Investments
125
ClearBridge Investments
New York
$8.81M +$932K +19,750 +11%

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.