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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
CPIG
176
Chicago Partners Investment Group
Illinois
$3.42M +$61.2K +1,029 +2%
LKIM
177
Lawson Kroeker Investment Management
Nebraska
$3.41M -$237K -3,979 -6%
SLAM
178
Swiss Life Asset Management
$3.38M +$258K +4,337 +8%
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$3.31M +$630K +10,592 +22%
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$3.19M +$925K +15,557 +39%
LIP
181
Lighthouse Investment Partners
Florida
$3.11M -$291K -4,896 -8%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$3.08M +$1.49K +25 +0%
DKCM
183
Davidson Kahn Capital Management
California
$3.05M -$1.49K -25 -0%
PEAK6
184
PEAK6
Illinois
$3.05M -$788K -13,249 -20%
O
185
Ossiam
France
$3.03M +$1.09M +18,363 +53%
BSCCG
186
Blue Sky Capital Consultants Group
California
$2.97M +$197K +3,316 +7%
TC
187
Tacita Capital
Ontario, Canada
$2.96M
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
$2.94M -$4.15M -69,732 -57%
Mariner
189
Mariner
Kansas
$2.91M +$319K +5,360 +12%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$2.78M -$286K -4,808 -9%
SG Americas Securities
191
SG Americas Securities
New York
$2.75M +$2.88M +48,365 New
GIM
192
Gold Investment Management
Alberta, Canada
$2.75M +$72.3K +1,215 +3%
ACH
193
ArrowMark Colorado Holdings
Colorado
$2.74M -$39.8K -670 -1%
BP
194
BNP Paribas
France
$2.71M
II
195
Inspire Investing
Idaho
$2.69M +$22.7K +381 +0.8%
LD
196
Lipe & Dalton
New York
$2.62M -$120K -2,010 -4%
ET
197
Entropy Technologies
New York
$2.58M +$628K +10,566 +30%
LOPW
198
Live Oak Private Wealth
North Carolina
$2.49M -$22.2K -373 -0.8%
CA
199
Clearstead Advisors
Ohio
$2.48M -$1.64M -27,496 -39%
N
200
Natixis
France
$2.46M +$35.9K +603 +1%

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.