BAM icon

Brookfield Asset Management

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
Name Holding Trade Value Shares
Change
Shares
Change %
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 +$163M +2,942,594 +16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$966M -$2.39M -43,228 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$950M -$1.84M -33,191 -0.2%
Capital World Investors
6
Capital World Investors
California
$905M -$429M -7,760,427 -32%
Capital International Investors
7
Capital International Investors
California
$900M +$5.33M +96,432 +0.6%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$861M +$13.8M +250,068 +2%
Fidelity International
9
Fidelity International
Bermuda
$748M +$152M +2,745,598 +25%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$631M +$15.7M +282,853 +3%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$584M +$25.6M +462,731 +5%
Principal Financial Group
12
Principal Financial Group
Iowa
$426M -$6.52M -117,948 -2%
Norges Bank
13
Norges Bank
Norway
$295M +$295M +5,323,829 New
BlackRock
14
BlackRock
New York
$293M +$273M +4,943,991 +1,373%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$284M -$13.7M -248,151 -5%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$267M +$60.5M +1,095,181 +29%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$244M +$121M +2,192,630 +98%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232M +$47.3M +857,994 +26%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$209M +$80.2M +1,443,441 +62%
DC
20
Davenport & Co
Virginia
$196M +$21.3M +385,937 +12%
State Street
21
State Street
Massachusetts
$195M +$193M +3,493,431 +11,172%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$185M -$22.6M -409,579 -11%
Bank of America
23
Bank of America
North Carolina
$164M +$17.9M +323,216 +12%
Goldman Sachs
24
Goldman Sachs
New York
$144M +$13.3M +241,172 +10%
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$134M +$1.94M +34,747 +1%