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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
MGWM
201
Marks Group Wealth Management
Minnesota
$2.83M -$977K -20,698 -25%
VDBMI
202
Van Den Berg Management I
Texas
$2.8M +$960K +20,344 +48%
Asset Management One
203
Asset Management One
Japan
$2.78M
Mariner
204
Mariner
Kansas
$2.78M -$1.1M -23,388 -27%
X
205
Xponance
Pennsylvania
$2.75M +$963K +20,388 +50%
LM
206
Lincluden Management
Ontario, Canada
$2.75M -$1.27M -26,904 -38%
LDB
207
Lee, Danner & Bass
Tennessee
$2.73M -$189K -4,000 -6%
LPL Financial
208
LPL Financial
California
$2.65M +$157K +3,329 +6%
AF
209
Avanza Fonder
Sweden
$2.59M +$726K +15,385 +61%
CPIG
210
Chicago Partners Investment Group
Illinois
$2.58M -$52K -1,101 -2%
URS
211
Utah Retirement Systems
Utah
$2.58M -$215K -4,562 -7%
TC
212
Tacita Capital
Ontario, Canada
$2.56M +$391K +8,279 +17%
EF
213
Empowered Funds
Pennsylvania
$2.48M +$2.34M +49,636 +865%
DKCM
214
Davidson Kahn Capital Management
California
$2.47M +$23.8K +504 +0.9%
NSCM
215
New South Capital Management
Tennessee
$2.45M -$755K -16,000 -23%
IMCOOI
216
Investment Management Corp of Ontario (IMCO)
Canada
$2.41M +$9.44K +200 +0.4%
MSV
217
MN Services Vermogensbeheer
Netherlands
$2.38M -$567K -12,000 -18%
Charles Schwab
218
Charles Schwab
California
$2.38M +$1.17M +24,823 +88%
CP
219
Cumberland Partners
Ontario, Canada
$2.37M +$1.2M +25,515 +93%
GIM
220
Gold Investment Management
Alberta, Canada
$2.35M +$38.8K +821 +2%
TAM
221
Tealwood Asset Management
Minnesota
$2.34M +$38.1K +808 +2%
BNP Paribas Asset Management
222
BNP Paribas Asset Management
France
$2.29M +$859K +18,193 +55%
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
$2.25M +$1.07M +22,653 +82%
Cambridge Investment Research Advisors
224
Cambridge Investment Research Advisors
Iowa
$2.22M +$536K +11,343 +30%
LKIM
225
Lawson Kroeker Investment Management
Nebraska
$2.17M -$321K -6,809 -12%

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.