We are live on ! Find out more
BAM icon

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
BC
1
Brookfield Corp
Ontario, Canada
$53.5B
PVI
2
Partners Value Investments
Bermuda
$1.33B
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$954M +$73.2M +1,550,230 +8%
Principal Financial Group
4
Principal Financial Group
Iowa
$608M +$38.5M +816,207 +6%
Capital World Investors
5
Capital World Investors
California
$605M +$140M +2,969,241 +28%
Vanguard Capital Management
6
Vanguard Capital Management
Pennsylvania
$521M +$1.8M +38,169 +0.3%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$493M -$95.2M -2,016,939 -21%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$486M -$121M -2,567,913 -19%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$482M +$11.4M +241,375 +2%
Capital International Investors
10
Capital International Investors
California
$344M +$1.96M +41,526 +0.5%
Morgan Stanley
11
Morgan Stanley
New York
$308M +$52.6M +1,114,907 +19%
BlackRock
12
BlackRock
New York
$277M +$30.8M +651,765 +12%
CIBC Asset Management
13
CIBC Asset Management
Ontario, Canada
$257M +$19.8M +418,467 +8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$239M -$180M -3,819,423 -42%
TWC
15
TD Waterhouse Canada
Ontario, Canada
$227M +$13.9M +294,966 +6%
Norges Bank
16
Norges Bank
Norway
$224M +$236M +4,996,073 New
Neuberger Berman Group
17
Neuberger Berman Group
New York
$218M +$51M +1,080,300 +29%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$215M -$13.5M -286,007 -6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210M -$29.9M -632,623 -12%
BGC
20
Beutel, Goodman & Co
Ontario, Canada
$205M -$28.8M -609,636 -12%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$190M -$12.1M -256,944 -7%
Goldman Sachs
22
Goldman Sachs
New York
$176M +$32.3M +684,885 +21%
State Street
23
State Street
Massachusetts
$168M -$2.9M -61,425 -2%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$166M +$58M +1,228,096 +50%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M +$141M +2,987,099 +432%

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.