We are live on ! Find out more
BAM icon

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
SEI Investments
126
SEI Investments
Pennsylvania
$8.74M -$25.2K -534 -0.3%
BZWA
127
Blue Zone Wealth Advisors
California
$8.5M -$177K -3,759 -2%
HKAM
128
Horizon Kinetics Asset Management
New York
$8.49M -$12.8K -272 -0.1%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.24M -$1.32M -27,908 -13%
SL
130
Summitry LLC
California
$8.16M +$683K +14,467 +9%
WIC
131
Woodmont Investment Counsel
Tennessee
$7.81M +$29.6K +626 +0.4%
LTI
132
Laffer Tengler Investments
Tennessee
$7.64M +$366K +7,759 +5%
MFAM
133
Motley Fool Asset Management
Virginia
$7.59M -$351K -7,440 -4%
Vanguard Investments Australia
134
Vanguard Investments Australia
Australia
$7.58M -$1.59M -33,722 -17%
Creative Planning
135
Creative Planning
Kansas
$7.44M +$1.28M +27,081 +20%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$7.24M -$111K -2,360 -1%
AllianceBernstein
137
AllianceBernstein
Tennessee
$6.71M +$28.8K +609 +0.4%
CLOS
138
Compagnie Lombard Odier SCmA
Switzerland
$6.49M
Korea Investment Corp
139
Korea Investment Corp
South Korea
$6.36M -$7.2M -152,443 -52%
MCM
140
MAI Capital Management
Ohio
$6.31M +$54.2K +1,147 +0.8%
Citadel Advisors
141
Citadel Advisors
Florida
$6.25M -$11.6M -244,968 -64%
American Century Companies
142
American Century Companies
Missouri
$5.99M +$2.79M +59,036 +79%
Pictet Asset Management
143
Pictet Asset Management
Switzerland
$5.81M -$1.29M -27,429 -17%
Point72 Asset Management
144
Point72 Asset Management
Connecticut
$5.57M +$5.86M +124,098 New
Two Sigma Investments
145
Two Sigma Investments
New York
$5.55M +$2.36M +49,882 +68%
Citigroup
146
Citigroup
New York
$5.46M -$2.24M -47,471 -28%
CI
147
Capital International
California
$5.32M +$32K +677 +0.6%
SSWM
148
Smith Salley Wealth Management
North Carolina
$5.04M -$37.8K -800 -0.7%
Cerity Partners
149
Cerity Partners
New York
$5.01M -$146K -3,090 -3%
First Trust Advisors
150
First Trust Advisors
Illinois
$4.74M +$4.68M +99,083 +1,523%

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.