We are live on ! Find out more
BAM icon

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
BC
1
Brookfield Corp
Ontario, Canada
$67.9B
PVI
2
Partners Value Investments
Bermuda
$1.75B
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.42B +$192M +3,224,180 +15%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.01B +$16.4M +276,593 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$992M +$15.1M +253,789 +1%
Capital International Investors
6
Capital International Investors
California
$916M -$11.3M -190,616 -1%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$880M -$8.05M -135,354 -0.9%
Capital World Investors
8
Capital World Investors
California
$880M -$54.8M -921,250 -6%
Fidelity International
9
Fidelity International
Bermuda
$730M -$41.1M -691,104 -5%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$651M +$52.5M +881,985 +8%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$599M -$51.4M -864,745 -8%
Principal Financial Group
12
Principal Financial Group
Iowa
$417M -$22.4M -376,627 -5%
BlackRock
13
BlackRock
New York
$308M +$6.3M +105,942 +2%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296M +$58.4M +981,794 +23%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$274M -$19.5M -327,586 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$248M +$32.1M +539,259 +14%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$222M +$97.7M +1,642,375 +73%
State Street
18
State Street
Massachusetts
$207M +$6.24M +104,987 +3%
Morgan Stanley
19
Morgan Stanley
New York
$203M +$112M +1,889,531 +113%
DC
20
Davenport & Co
Virginia
$202M -$1.79M -30,144 -0.8%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$202M -$50.6M -850,009 -19%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$183M -$95.2M -1,601,253 -33%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$181M -$10M -168,416 -5%
Bank of America
24
Bank of America
North Carolina
$181M +$12.2M +204,575 +7%
CIBC Asset Management
25
CIBC Asset Management
Ontario, Canada
$140M +$2.65M +44,478 +2%

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.