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Brookfield Asset Management

604 hedge funds and large institutions have $82.7B invested in Brookfield Asset Management in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 59

33% more call options, than puts

Call options by funds: $123M | Put options by funds: $92.5M

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

15% more capital invested

Capital invested by funds: $72.2B → $82.7B (+$10.6B)

3% more funds holding

Funds holding: 586604 (+18)

0.46% more ownership

Funds ownership: 90.93%91.39% (+0.46%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
604
Holders Change
+18
Holders Change %
+3.07%
% 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
83
Increased
206
Reduced
179
Closed
59
Calls
$123M
Puts
$92.5M
Net Calls
+$30.1M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$66B
PVI
2
Partners Value Investments
Bermuda
$1.7B
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.2B +$158M +2,942,594 +16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$966M -$2.32M -43,228 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$950M -$1.78M -33,191 -0.2%
Capital World Investors
6
Capital World Investors
California
$905M -$417M -7,760,427 -32%
Capital International Investors
7
Capital International Investors
California
$900M +$5.18M +96,432 +0.6%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$861M +$13.4M +250,068 +2%
Fidelity International
9
Fidelity International
Bermuda
$748M +$147M +2,745,598 +25%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$631M +$15.2M +282,853 +3%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$584M +$24.8M +462,731 +5%
Principal Financial Group
12
Principal Financial Group
Iowa
$426M -$6.33M -117,948 -2%
Norges Bank
13
Norges Bank
Norway
$295M +$1.03M +19,102 +0.4%
BlackRock
14
BlackRock
New York
$293M +$265M +4,943,991 +1,373%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$284M -$13.3M -248,151 -5%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$267M +$58.8M +1,095,181 +29%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$244M +$118M +2,192,630 +98%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232M +$46.1M +857,994 +26%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$209M +$77.5M +1,443,441 +62%
DC
20
Davenport & Co
Virginia
$196M +$20.7M +385,937 +12%
State Street
21
State Street
Massachusetts
$195M +$188M +3,493,431 +11,172%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$185M -$22M -409,579 -11%
Bank of America
23
Bank of America
North Carolina
$164M +$17.3M +323,216 +12%
Goldman Sachs
24
Goldman Sachs
New York
$144M +$12.9M +241,172 +10%
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$134M +$1.87M +34,747 +1%

BAM Hedge Fund Activity: Q2 2025 in Review

604 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q2 2025, worth a combined $82.7B — up 15% from $72.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new BAM positions and 59 closed out — a net gain of 24 holders — while 206 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $265M. The largest seller was Capital World Investors, cutting an estimated $417M.

  • 604 institutional investors held Brookfield Asset Management (BAM) as of Q2 2025, up from 586 in Q1 2025.
  • Funds reported $82.7B of Brookfield Asset Management stock for Q2 2025, up 15% quarter-over-quarter.
  • 83 funds opened new Brookfield Asset Management positions in Q2 2025 and 59 closed out, a net change of +24 holders.
  • The largest Brookfield Asset Management buyer in Q2 2025 was BlackRock, an estimated $265M added.
  • The largest Brookfield Asset Management seller in Q2 2025 was Capital World Investors, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2025.