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Brookfield Asset Management
BAM

Overview Fund Activity

593 hedge funds and large institutions have $82.7B invested in Brookfield Asset Management in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 203 increasing their positions, 176 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+20
Holders Change %
+3.49%
% of All Funds
7.95%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
85
Increased
203
Reduced
176
Closed
56
Calls
$123M
Puts
$92.5M
Net Calls
+$30.1M
Net Calls Change
+$13.5M

Top Buyers

1
BlackRock
BlackRock
New York
$293M
2
State Street
State Street
Massachusetts
$195M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.2B
4
Fidelity International
Fidelity International
Bermuda
$748M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$244M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$905M
2
Millennium Management
Millennium Management
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$24.7M
4
Marshall Wace
Marshall Wace
United Kingdom
$2.96M
5
Jane Street
Jane Street
New York
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
201
Whittier Trust
California
$2.52M +$427K +7,717 +20%
QT
202
Quantbot Technologies
New York
$2.45M +$2.31M +41,735 +1,660%
LOPW
203
Live Oak Private Wealth
North Carolina
$2.43M -$10.6K -191 -0.4%
Citadel Advisors
204
Citadel Advisors
Florida
$2.38M -$33.3M -602,875 -93%
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$2.37M -$69K -1,214 -3%
ACM
206
Adalta Capital Management
New York
$2.36M -$33.9K -613 -1%
N
207
Natixis
France
$2.36M +$15.6K +282 +0.7%
MCM
208
Moerus Capital Management
New York
$2.29M – – –
Barclays
209
Barclays
United Kingdom
$2.29M -$75.8K -1,371 -3%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$2.23M +$19.5K +353 +0.9%
BAM
211
Burgundy Asset Management
Ontario, Canada
$2.23M -$396K -7,172 -15%
TCM
212
Tandem Capital Management
New Jersey
$2.16M -$4.64K -84 -0.2%
CSS
213
Cubist Systematic Strategies
Connecticut
$2.14M +$2.14M +38,785 New
GC
214
Guardian Capital
Ontario, Canada
$2.13M – – –
RWM
215
Rezny Wealth Management
Florida
$2.12M +$2.12M +38,381 New
M&T Bank
216
M&T Bank
New York
$2.07M +$2.32K +42 +0.1%
CGIM
217
Capital Group Investment Management
Singapore
$2.06M – – –
Public Sector Pension Investment Board (PSP Investments)
218
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.01M – – –
CS
219
Cannell & Spears
New York
$1.98M -$1.44K -26 -0.1%
AB
220
Amalgamated Bank
New York
$1.98M +$1.98M +35,815 New
KMC
221
Kirr Marbach & Co
Indiana
$1.97M +$13.8K +249 +0.7%
O
222
Ossiam
France
$1.93M -$1.91M -34,549 -50%
ET
223
Entropy Technologies
New York
$1.92M +$1.92M +34,814 New
Cerity Partners
224
Cerity Partners
New York
$1.92M +$287K +5,184 +18%
AF
225
Avanza Fonder
Sweden
$1.9M – – –
7 8
9
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