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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
ACM
201
Adalta Capital Management
New York
$2.43M -$4.46K -75 -0.2%
MCM
202
Maltese Capital Management
New York
$2.36M -$512K -8,614 -17%
MCM
203
Moerus Capital Management
New York
$2.36M
SAG
204
Susquehanna Advisors Group
Pennsylvania
$2.29M +$2.4M +40,300 New
CFM
205
Catalyst Funds Management
Australia
$2.29M -$319K -5,366 -12%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.28M +$219K +3,680 +10%
Cerity Partners
207
Cerity Partners
New York
$2.2M +$240K +4,043 +12%
IIM
208
INTECH Investment Management
Florida
$2.2M +$1.79M +30,122 +350%
BAM
209
Burgundy Asset Management
Ontario, Canada
$2.16M -$264K -4,438 -11%
TCM
210
Tandem Capital Management
New Jersey
$2.15M -$68.3K -1,148 -3%
AB
211
Amalgamated Bank
New York
$2.05M +$6.48K +109 +0.3%
CS
212
Cannell & Spears
New York
$2.04M
CGIM
213
Capital Group Investment Management
Singapore
$2.04M -$82.5K -1,387 -4%
KMC
214
Kirr Marbach & Co
Indiana
$2.03M -$476 -8 -0%
GCC
215
Guardian Capital (Canada)
Ontario, Canada
$2.03M -$178K -3,000 -8%
GCM
216
Greenland Capital Management
New York
$2.02M -$1.15M -19,311 -35%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$2.01M -$420K -7,066 -17%
AF
218
Avanza Fonder
Sweden
$2M
VPIM
219
Vanguard Personalized Indexing Management
California
$1.98M +$79K +1,328 +4%
Osaic Holdings
220
Osaic Holdings
Arizona
$1.94M -$404K -6,787 -17%
EIM
221
Ervin Investment Management
Washington
$1.91M
MC
222
Machina Capital
France
$1.84M +$1.92M +32,348 New
CT
223
Colonial Trust
South Carolina
$1.84M -$65.7K -1,104 -3%
Squarepoint
224
Squarepoint
New York
$1.83M -$6.13M -103,055 -76%
X
225
Xponance
Pennsylvania
$1.8M +$60.1K +1,011 +3%

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.