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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
SPIA
151
Steward Partners Investment Advisory
New York
$4.77M -$686K -11,533 -12%
SEI Investments
152
SEI Investments
Pennsylvania
$4.71M +$22.4K +376 +0.5%
NSCM
153
New South Capital Management
Tennessee
$4.64M -$11.9K -200 -0.2%
AG
154
AIA Group
Hong Kong
$4.62M +$1.11M +18,603 +30%
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$4.59M
Janus Henderson Group
156
Janus Henderson Group
United Kingdom
$4.59M -$110K -1,845 -2%
JAM
157
JCIC Asset Management
Ontario, Canada
$4.57M +$4.78M +80,402 New
Brown Advisory
158
Brown Advisory
Maryland
$4.45M -$5.77K -97 -0.1%
Focus Partners Wealth
159
Focus Partners Wealth
Massachusetts
$4.32M +$179K +3,014 +4%
MMA
160
Mizuho Markets Americas
New York
$4.27M
MSV
161
MN Services Vermogensbeheer
Netherlands
$4.24M
TW
162
TritonPoint Wealth
Maryland
$4.12M -$77.3K -1,299 -2%
NAM
163
NewGen Asset Management
Ontario, Canada
$3.98M +$4.46M +75,000 New
NELSF
164
NewGen Equity Long/Short Fund
Cayman Islands
$3.98M +$4.46M +75,000 New
SIC
165
Schwartz Investment Counsel
Michigan
$3.97M +$3.71M +62,442 +858%
SCM
166
SOL Capital Management
Maryland
$3.92M +$211K +3,548 +5%
LDB
167
Lee, Danner & Bass
Tennessee
$3.89M
LPL Financial
168
LPL Financial
California
$3.83M +$175K +2,940 +5%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$3.71M -$22.7M -382,464 -85%
RG
170
Rathbones Group
United Kingdom
$3.7M -$421K -7,078 -10%
PMG
171
Private Management Group
California
$3.7M -$38.2K -642 -1%
Jane Street
172
Jane Street
New York
$3.68M +$581K +9,764 +18%
URS
173
Utah Retirement Systems
Utah
$3.59M -$171K -2,875 -4%
Asset Management One
174
Asset Management One
Japan
$3.51M -$75.1K -1,263 -2%
UIM
175
USS Investment Management
United Kingdom
$3.51M

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.