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Brookfield Asset Management
BAM

Overview Fund Activity

573 hedge funds and large institutions have $71.9B invested in Brookfield Asset Management in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 197 increasing their positions, 163 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+8
Holders Change %
+1.42%
% of All Funds
7.79%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
82
Increased
197
Reduced
163
Closed
57
Calls
$40.7M
Puts
$24.2M
Net Calls
+$16.6M
Net Calls Change
+$9.86M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$57.8B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$86M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$85.5M
4
Millennium Management
Millennium Management
New York
$83.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$163M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$522M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$848M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$107M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$106M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$906M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
126
Voloridge Investment Management
Florida
$7.68M +$7.68M +158,518 New
Franklin Resources
127
Franklin Resources
California
$7.6M +$500K +10,331 +7%
LTI
128
Laffer Tengler Investments
Tennessee
$7.32M +$164K +3,394 +2%
HighTower Advisors
129
HighTower Advisors
Illinois
$7.01M +$326K +6,735 +5%
SCM
130
SKBA Capital Management
California
$6.77M -$29.1K -600 -0.4%
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$6.63M +$21.6K +446 +0.3%
SL
132
Summitry LLC
California
$6.53M +$379K +7,832 +6%
NWM
133
Nicola Wealth Management
British Columbia, Canada
$6.52M -$4.07M -84,100 -38%
IIM
134
Intact Investment Management
Quebec, Canada
$6.43M +$6.43M +132,900 New
TAM
135
Third Avenue Management
New York
$6.4M – – –
Fiera Capital (Canada)
136
Fiera Capital (Canada)
Quebec, Canada
$6.36M +$1.73M +35,758 +37%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$6.15M -$440K -9,087 -7%
MCM
138
MAI Capital Management
Ohio
$5.88M -$40K -826 -0.7%
CM
139
Capula Management
Cayman Islands
$5.8M +$5.8M +119,710 New
WIC
140
Woodmont Investment Counsel
Tennessee
$5.78M +$5.78M +119,337 New
CP
141
Cumberland Partners
Ontario, Canada
$5.56M +$5.56M +114,845 New
SSWM
142
Smith Salley Wealth Management
North Carolina
$5.44M +$27.8K +574 +0.5%
PE
143
Point72 Europe
United Kingdom
$5.09M +$5.09M +105,100 New
SPIA
144
Steward Partners Investment Advisory
New York
$5.09M +$297K +6,134 +6%
BMO
145
Beck Mack & Oliver
New York
$4.96M -$65.4K -1,350 -1%
SG Americas Securities
146
SG Americas Securities
New York
$4.77M +$4.77M +96,865 New
Russell Investments Group
147
Russell Investments Group
United Kingdom
$4.74M -$2.35M -48,644 -33%
Creative Planning
148
Creative Planning
Kansas
$4.67M +$661K +13,653 +16%
SCTC
149
Sanibel Captiva Trust Company
Florida
$4.63M -$99K -2,043 -2%
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
$4.57M +$4.57M +94,348 New
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