Brookfield Asset Management

BAM

Market cap $97B

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4

Holders

481

Holders Change

+10

Holders Change %

+2.12%

% of All Funds

6.97%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.06%

New

Increased

159

Reduced

161

Closed

Calls

$27.7M

Puts

$76.4M

Net Calls

-$48.7M

Net Calls Change

+$1.4M

Top Buyers

1	1 Mackenzie Financial Toronto Ontario, Ontario, Canada	$476M
2	2 Fidelity Investments Boston, Massachusetts	$840M
3	BCIM 3 British Columbia Investment Management Victoria, British Columbia, Canada	$76.4M
4	4 Goldman Sachs New York	$182M
5	5 TD Asset Management Toronto, Ontario, Canada	$525M

Top Sellers

1	ACM 1 AKRE Capital Management Middleburg, Virginia	$2.65M
2	BGC 2 Beutel, Goodman & Co Toronto, Ontario, Canada	$192M
3	3 Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$32.7M
4	4 CIBC Asset Management Toronto, Ontario, Canada	$139M
5	5 Morgan Stanley New York	$57.9M

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	PVI 1 Partners Value Investments Hamilton, Bermuda	$1.29B	30,807,960	–	–
2	2 Capital World Investors Los Angeles, California	$1.03B	24,523,874	-38,490	-0.2%
3	3 Fidelity Investments Boston, Massachusetts	$840M	19,986,299	+4,783,014	+31%
4	4 Royal Bank of Canada Toronto, Ontario, Canada	$681M	16,205,232	+859,209	+6%
5	5 Capital International Investors Los Angeles, California	$597M	14,197,451	-129,542	-0.9%
6	6 TD Asset Management Toronto, Ontario, Canada	$525M	12,486,721	+988,538	+9%
7	7 Fidelity International Hamilton, Bermuda	$488M	11,620,973	+306,902	+3%
8	8 Mackenzie Financial Toronto Ontario, Ontario, Canada	$476M	11,318,266	+4,976,289	+78%
9	9 Principal Financial Group Des Moines, Iowa	$463M	11,021,200	-258,157	-2%
10	10 Vanguard Group Malvern, Pennsylvania	$452M	10,760,414	+186,765	+2%
11	11 Bank of Montreal Toronto, Ontario, Canada	$404M	9,639,559	-259,090	-3%
12	12 Massachusetts Financial Services Boston, Massachusetts	$248M	5,912,007	+181,931	+3%
13	13 Norges Bank Oslo, Norway	$238M	5,674,853	-285,581	-5%
14	BGC 14 Beutel, Goodman & Co Toronto, Ontario, Canada	$192M	4,558,928	-2,363,296	-34%
15	15 Goldman Sachs New York	$182M	4,337,776	+1,066,520	+33%
16	16 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$171M	4,070,483	+675,383	+20%
17	DC 17 Davenport & Co Richmond, Virginia	$139M	3,309,027	-15,736	-0.5%
18	18 CIBC Asset Management Toronto, Ontario, Canada	$139M	3,304,500	-734,530	-18%
19	19 Bank of Nova Scotia Toronto, Ontario, Canada	$131M	3,109,366	-470,187	-13%
20	20 CIBC World Market Toronto, Ontario, Canada	$116M	2,767,793	-101,158	-4%
21	DWA 21 Douglass Winthrop Advisors New York	$105M	2,507,584	+36,944	+1%
22	22 Bank of America Charlotte, North Carolina	$102M	2,436,588	+988,703	+68%
23	MG 23 Markel Group Glen Allen, Virginia	$92.2M	2,193,953	–	–
24	CB 24 Cooke & Bieler Philadelphia, Pennsylvania	$83.2M	1,979,106	-205,180	-9%
25	BCIM 25 British Columbia Investment Management Victoria, British Columbia, Canada	$76.4M	1,817,013	+1,364,385	+301%

Brookfield Asset Management BAM Market cap $97B

Top Buyers

Top Sellers

Brookfield Asset Management

BAM

Market cap $97B