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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
151
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.69M -$39.5M -837,400 -89%
TWC
152
The Woodbridge Company
Ontario, Canada
$4.63M
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$4.62M -$1.24M -26,200 -20%
BAMCO Inc
154
BAMCO Inc
New York
$4.6M -$14M -295,559 -74%
TYCC
155
Texas Yale Capital Corp
Florida
$4.56M -$73.2K -1,550 -2%
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.55M -$452K -9,577 -9%
CTA
157
Colonial Trust Advisors
South Carolina
$4.47M +$7.93K +168 +0.2%
HighTower Advisors
158
HighTower Advisors
Illinois
$4.4M +$189K +4,004 +4%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$4.4M -$401K -8,487 -8%
SO
160
STRS Ohio
Ohio
$4.37M -$2.84M -60,060 -38%
SCM
161
SKBA Capital Management
California
$4.36M -$1.01M -21,400 -18%
SPIA
162
Steward Partners Investment Advisory
New York
$4.2M +$425K +9,012 +11%
WB
163
West Bancorporation
Iowa
$4.18M
ACIM
164
Azimuth Capital Investment Management
Michigan
$4.12M -$173K -3,665 -4%
HPG
165
Harvest Portfolios Group
Ontario, Canada
$4.06M +$288K +6,106 +7%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$4.03M -$11M -232,700 -72%
LIP
167
Landmark Investment Partners
Florida
$4.02M +$3.49M +73,864 New
FC
168
FORA Capital
Florida
$3.94M +$795K +16,829 +24%
SCTC
169
Sanibel Captiva Trust Company
Florida
$3.91M -$88.7K -1,878 -2%
BMO
170
Beck Mack & Oliver
New York
$3.85M -$186K -3,946 -4%
CCMIC
171
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3.8M +$4M +84,812 New
CFM
172
Capricorn Fund Managers
United Kingdom
$3.7M +$3.89M +82,400 New
IIM
173
INTECH Investment Management
Florida
$3.64M
UIM
174
USS Investment Management
United Kingdom
$3.55M +$827K +17,520 +28%
JAM
175
JCIC Asset Management
Ontario, Canada
$3.55M

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.