We are live on ! Find out more
BAM icon

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
DekaBank Deutsche Girozentrale
176
DekaBank Deutsche Girozentrale
Germany
$3.5M
AWM
177
Apollon Wealth Management
South Carolina
$3.5M +$2.75M +58,157 +292%
SBH
178
Segall Bryant & Hamill
Illinois
$3.46M -$223K -4,723 -6%
NAS
179
Nykredit A/S
Denmark
$3.45M +$3.63M +76,963 New
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$3.43M +$545K +11,545 +18%
MMA
181
Mizuho Markets Americas
New York
$3.36M
Focus Partners Wealth
182
Focus Partners Wealth
Massachusetts
$3.35M -$62K -1,313 -2%
PCA
183
Providence Capital Advisors
North Carolina
$3.34M +$3.52M +74,510 New
ACH
184
ArrowMark Colorado Holdings
Colorado
$3.29M -$92.9K -1,967 -3%
LF
185
Lansforsakringar Fondforvaltning
Sweden
$3.25M -$1.19M -25,224 -26%
SAG
186
Susquehanna Advisors Group
Pennsylvania
$3.24M +$3.42M +72,337 New
Ameriprise
187
Ameriprise
Minnesota
$3.22M -$13.2K -280 -0.4%
Brown Advisory
188
Brown Advisory
Maryland
$3.17M -$185K -3,916 -5%
RG
189
Rathbones Group
United Kingdom
$3.15M +$5.81K +123 +0.2%
TP
190
TritonPoint Partners
Maryland
$3.14M +$2.93M +62,055 +775%
BCM
191
Brookstone Capital Management
Illinois
$3.06M +$3.22M +68,260 New
NEI
192
Northwest & Ethical Investments
Ontario, Canada
$3.05M +$807K +17,087 +33%
JT
193
Jupiter Topco
New York
$3.05M +$3.21M +67,898 New
BA
194
Bridgewater Associates
Connecticut
$3.03M +$1.75M +37,168 +122%
PCM
195
Prana Capital Management
Connecticut
$2.98M +$2.6M +55,100 +485%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$2.97M +$553K +11,708 +21%
BSCCG
197
Blue Sky Capital Consultants Group
California
$2.93M +$642K +13,590 +26%
TW
198
TritonPoint Wealth
Maryland
$2.9M -$11.8K -249 -0.4%
KMC
199
Kirr Marbach & Co
Indiana
$2.88M +$254K +5,388 +9%
PMG
200
Private Management Group
California
$2.84M -$5.52K -117 -0.2%

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.