Brookfield Asset Management

BAM • NYSE

Brookfield Asset Management is a asset management company in the financial services sector on NYSE, led by Anuj Ranjan, with a market cap of $83.9B. As of Q3 2025, 93% of shares are held by 568 institutional investors, with BROOKFIELD ASSET MANAGEMENT INC. as the largest holder at 73.96%.

CEOAnuj Ranjan

Market Cap$83.9B

Asset Management

Financial Services

Employees2.4K

Websitebrookfield.com

Overview

Overview of institutional ownership in BAM as of Q3 2025 with a market cap of $91.9B

All Institutions

Institutions: 568
Value Held: $85.1B
Shares Held: 1.49B
Avg Position: $149.8M
Median Position: $797.4K

Hedge Funds

Hedge Funds: 32
Value Held: $102.2M
Shares Held: 1.8M
Avg Position: $3.2M
Median Position: $1.0M

Ownership Breakdown

Institutional (non-HF)

92.54%

$85.0B

Hedge Funds

0.111%

$102.2M

Retail & Other

7.35%

$6.7B

Based on market cap of $91.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BAM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BROOKFIELD ASSET MANAGEMENT INC. RIA/Wealth	Jon Michael Pearlman Member	$67.9B 79.14% of portfolio	73.96% 1.19B shares	Q1 2025 Held for 9 months	$85.8B
P Partners Value Investments LP Institution	-	$1.8B 16.23% of portfolio	1.91% 30.8M shares	Q3 2023 Held for 2y 3m	$10.8B
R ROYAL BANK OF CANADA Institution	-	$1.4B 0.26% of portfolio	1.54% 24.9M shares	Q4 2013 Held for 12 years	$542.04B
FMR LLC Institution	-	$1.0B 0.05% of portfolio	1.10% 17.7M shares	Q4 2022 Held for 3 years	$1.92T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$991.7M 0.01% of portfolio	1.08% 17.4M shares	Q4 2022 Held for 3 years	$6.69T
C Capital International Investors Institution	-	$915.8M 0.15% of portfolio	1.00% 16.1M shares	Q4 2022 Held for 3 years	$617.62B
T TD ASSET MANAGEMENT INC Institution	-	$879.7M 0.71% of portfolio	0.96% 15.5M shares	Q4 2022 Held for 3 years	$123.48B
C Capital World Investors Institution	-	$879.5M 0.12% of portfolio	0.96% 15.4M shares	Q4 2022 Held for 3 years	$730.00B
F FIL Ltd Institution	-	$730.0M 0.57% of portfolio	0.80% 12.8M shares	Q4 2022 Held for 3 years	$127.75B
BANK OF MONTREAL /CAN/ Institution	Darryl White CEO	$651.0M 0.29% of portfolio	0.71% 11.4M shares	Q4 2022 Held for 3 years	$227.19B

Net Capital Flow

Institutional buying and selling activity for BAM in Q3 2025

Traded: +$263.2M
Buyers: 247
Sellers: 253
Total Bought: +$1.0B
Total Sold: −$756.6M
Avg Position: $135.7M

Biggest Buyers

Institution	Net Bought	Current Position
R ROYAL BANK OF CANADA Institution	+$183.6M +3.2M shares	$1.4B 24.9M shares
L LEGAL & GENERAL GROUP PLC Institution	+$130.1M +2.3M shares	$134.7M 2.4M shares
MORGAN STANLEY RIA/Wealth	+$107.6M +1.9M shares	$203.0M 3.6M shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	+$93.4M +1.6M shares	$222.2M 3.9M shares
M MANUFACTURERES LIFE INSURANCE CO Institution	+$55.9M +981.8K shares	$296.0M 5.2M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$51.0M +895.0K shares	$51.0M 895.0K shares
BANK OF MONTREAL /CAN/ Institution	+$50.2M +882.0K shares	$651.0M 11.4M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$31.1M +539.3K shares	$248.0M 4.3M shares
T Treasurer of the State of North Carolina Institution	+$19.5M +342.5K shares	$29.7M 521.2K shares
INTACT INVESTMENT MANAGEMENT INC. Private Equity	+$18.8M +331.0K shares	$33.6M 590.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
C CIBC World Markets Inc. Institution	−$91.2M −1.6M shares	$183.4M 3.2M shares
GOLDMAN SACHS GROUP INC Institution	−$57.6M −1.0M shares	$90.7M 1.6M shares
C Capital World Investors Institution	−$52.4M −921.3K shares	$879.5M 15.4M shares
MACKENZIE FINANCIAL CORP Long Only Manager	−$49.2M −864.7K shares	$599.5M 10.5M shares
N NATIONAL BANK OF CANADA /FI/ Institution	−$48.1M −850.0K shares	$202.2M 3.6M shares
F FIL Ltd Institution	−$39.3M −691.1K shares	$730.0M 12.8M shares
A APG All Pensions Group NV Institution	−$28.2M −582.0K shares	$12.5M 258.6K shares
L LGT CAPITAL PARTNERS LTD. Institution	−$27.3M −495.0K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$27.1M −490.6K shares	Sold Off 0 shares
G GCIC Ltd. Institution	−$25.6M −449.2K shares	$50.7M 890.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BAM in Q3 2025

New Positions: 25
New Value: $18.2M
Exited Positions: 59
Exited Value: $132.6M

New Positions

Institution	Position Value
F Fiduciary Alliance LLC Institution	$5.1M 89.1K shares
N NewGen Asset Management Ltd Hedge Fund•Long/Short	$4.0M 75.0K shares
M Machina Capital S.A.S. Institution	$1.8M 32.3K shares
K Kentucky Retirement Systems Institution	$1.4M 24.0K shares
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	$1.2M 21.1K shares
Resurgent Financial Advisors LLC RIA/Wealth	$859.1K 15.1K shares
Maridea Wealth Management LLC RIA/Wealth	$816.4K 15.0K shares
E Equity Wealth Partners, LLC RIA/Wealth	$710.2K 12.5K shares
K Kentucky Retirement Systems Insurance Trust Fund Institution	$573.0K 10.1K shares
V Vise Technologies, Inc. Institution	$561.0K 9.9K shares

Exited Positions

Institution	Previous Position
L LGT CAPITAL PARTNERS LTD. Institution	$27.3M 495.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$27.1M 490.6K shares
D D. E. Shaw & Co., Inc. Institution	$17.0M 307.1K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$15.7M 284.0K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$6.1M 110.4K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	$4.5M 82.2K shares
D Dynamic Technology Lab Private Ltd Institution	$3.0M 54.5K shares
S S.A.C. Capital Advisors Ltd. Institution	$3.0M 54.4K shares
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$3.0M 53.7K shares
WHITTIER TRUST CO RIA/Wealth	$2.5M 45.5K shares

Options Activity

Institutions with the largest Call and Put options positions in BAM as of Q3 2025

Call Positions: 15
Call Value: $32.0M
Put Positions: 15
Put Value: $58.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$13.6M 2.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.8M 1.0K contracts
S SIG North Trading, ULC Institution	$3.7M 655.0 contracts
J JANE STREET GROUP, LLC Institution	$3.5M 617.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.6M 281.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$1.2M 208.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$717.4K 126.0 contracts
Walleye Trading LLC RIA/Wealth	$654.8K 115.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$489.7K 86.0 contracts
C Cubist Systematic Strategies, LLC Institution	$358.7K 63.0 contracts

Put Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$21.8M 3.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$8.7M 1.5K contracts
BANK OF MONTREAL /CAN/ Institution	$7.4M 1.3K contracts
S SIG North Trading, ULC Institution	$7.0M 1.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.7M 1.0K contracts
J JANE STREET GROUP, LLC Institution	$3.1M 536.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.8M 324.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.4M 249.0 contracts
Walleye Trading LLC RIA/Wealth	$387.2K 68.0 contracts
M Murchinson Ltd. Institution	$284.7K 50.0 contracts

Most Committed Institutions

Institutions with BAM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B BROOKFIELD ASSET MANAGEMENT INC. RIA/Wealth	Jon Michael Pearlman Member	79.14% $67.9B	73.96% 1.19B shares	Q1 2025 Held for 9 months	$85.8B
P Partners Value Investments LP Institution	-	16.23% $1.8B	1.91% 30.8M shares	Q3 2023 Held for 2y 3m	$10.8B
P PORTLAND INVESTMENT COUNSEL INC. Institution	-	6.45% $23.5M	0.03% 414.1K shares	Q4 2022 Held for 3 years	$365.0M
America First Investment Advisors, LLC RIA/Wealth	Matthew James Holloway CEO	4.67% $25.1M	0.03% 441.5K shares	Q4 2022 Held for 3 years	$538.3M
MEKETA INVESTMENT GROUP INC /ADV Fund of Funds	Peter Scott Woolley CEO	4.21% $1.3M	0.00% 22.5K shares	Q4 2024 Held for 1 year	$30.5M
Broad Run Investment Management, LLC Long Only Manager	Brian Edward Macauley Managing Partner	3.76% $23.0M	0.03% 403.6K shares	Q4 2022 Held for 3 years	$610.9M
WEST BANCORPORATION INC Institution	David D. Nelson CEO	2.95% $5.3M	0.01% 93.1K shares	Q2 2024 Held for 1y 6m	$179.9M
N NewGen Asset Management Ltd Hedge Fund•Long/Short	David Robb Dattels President	2.68% $4.0M	0.00% 75.0K shares	Q3 2025 Held for 3 months	$148.7M
D Douglass Winthrop Advisors, LLC RIA/Wealth	Michael Lee Ashner CEO	2.36% $134.8M	0.15% 2.4M shares	Q1 2023 Held for 2y 9m	$5.7B
2 2Xideas AG Institution	-	2.20% $10.4M	0.01% 183.5K shares	Q4 2023 Held for 2 years	$473.6M

Hedge Fund Spotlight

Discover hedge funds investing in BAM

Walleye Trading Advisors, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerWilliam Dunning England

Portfolio Value: $11.2B
Positions: 1,691
Last Reported: Q3 2025

Sector Allocation

Position in Brookfield Asset Management

Market Value: $620.6K
Shares Held: 10.9K
Portfolio Weight: 0.01%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$463.8M	4.15%
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$346.6M	3.10%
3 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$288.5M	2.58%