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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
WIC
126
Woodmont Investment Counsel
Tennessee
$7.48M +$108K +1,814 +1%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$7.43M +$177K +2,968 +2%
MCM
128
MAI Capital Management
Ohio
$7.41M +$524K +8,808 +7%
HSBC Holdings
129
HSBC Holdings
United Kingdom
$7.3M -$715K -12,030 -9%
CP
130
Cumberland Partners
Ontario, Canada
$7.17M +$3.28M +55,225 +78%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$6.98M -$7.9M -132,820 -52%
PFSRSONJ
132
Police & Firemen's Retirement System of New Jersey
New Jersey
$6.92M -$196K -3,302 -3%
Citadel Advisors
133
Citadel Advisors
Florida
$6.9M +$4.65M +78,165 +181%
Franklin Resources
134
Franklin Resources
California
$6.82M -$738K -12,408 -9%
SSWM
135
Smith Salley Wealth Management
North Carolina
$6.52M -$106K -1,785 -2%
TWC
136
The Woodbridge Company
Ontario, Canada
$5.88M
SCM
137
SKBA Capital Management
California
$5.81M -$2.24M -37,600 -27%
SSA
138
Schonfeld Strategic Advisors
New York
$5.75M -$3.5M -58,912 -37%
American Century Companies
139
American Century Companies
Missouri
$5.72M -$350K -5,891 -6%
QCM
140
Quantinno Capital Management
New York
$5.63M +$1.22M +20,539 +26%
TYCC
141
Texas Yale Capital Corp
Florida
$5.58M +$248K +4,162 +4%
BMO
142
Beck Mack & Oliver
New York
$5.52M -$4.46K -75 -0.1%
LF
143
Lansforsakringar Fondforvaltning
Sweden
$5.42M +$832K +13,996 +17%
CTA
144
Colonial Trust Advisors
South Carolina
$5.36M -$7.73K -130 -0.1%
FAF
145
Första AP-fonden
Sweden
$5.31M +$119K +2,000 +2%
CCM
146
Canal Capital Management
Virginia
$5.3M +$63.6K +1,070 +1%
WB
147
West Bancorporation
Iowa
$5.3M
ACIM
148
Azimuth Capital Investment Management
Michigan
$5.25M +$66.3K +1,115 +1%
FA
149
Fiduciary Alliance
South Carolina
$5.07M +$5.3M +89,078 New
SCTC
150
Sanibel Captiva Trust Company
Florida
$5.02M -$44.5K -749 -0.8%

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.