Brookfield Asset Management
BAM • NYSE
Brookfield Asset Management is a asset management company in the financial services sector on NYSE, led by Hadley Peer Marshall, with a market cap of $85.2B. As of Q3 2025, 93% of shares are held by 567 institutional investors, with BROOKFIELD ASSET MANAGEMENT INC. as the largest holder at 73.96%.
Chief Executive OfficerHadley Peer Marshall
Overview
Overview of institutional ownership in BAM as of Q3 2025 with a market cap of $91.9B
All Institutions
- Institutions
- 567
- Value Held
- $85.1B
- Shares Held
- 1.49B
- Avg Position
- $150.1M
- Median Position
- $793.5K
Hedge Funds
- Hedge Funds
- 31
- Value Held
- $98.2M
- Shares Held
- 1.7M
- Avg Position
- $3.2M
- Median Position
- $985.1K
Ownership Breakdown
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 | Position Value |
|---|---|
B BROOKFIELD ASSET MANAGEMENT INC. RIA/Wealth | $67.9B 79.14% of portfolio |
P Partners Value Investments LP Institution | $1.8B 16.23% of portfolio |
R ROYAL BANK OF CANADA Institution | $1.4B 0.26% of portfolio |
 FMR LLC Institution | $1.0B 0.05% of portfolio |
 VANGUARD GROUP INC Institution | $991.7M 0.01% of portfolio |
C Capital International Investors Institution | $915.8M 0.15% of portfolio |
T TD ASSET MANAGEMENT INC Institution | $879.7M 0.71% of portfolio |
C Capital World Investors Institution | $879.5M 0.12% of portfolio |
F FIL Ltd Institution | $730.0M 0.57% of portfolio |
 BANK OF MONTREAL /CAN/ Institution | $651.0M 0.28% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BAM in Q3 2025
- Net Flow
- +$229.5M
- Buyers
- 205
- Sellers
- 253
- Total Bought
- +$987.0M
- Total Sold
- −$757.5M
- Avg Position
- $145.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
R ROYAL BANK OF CANADA Institution | +$183.6M +3.2M shares |
L LEGAL & GENERAL GROUP PLC Institution | +$130.1M +2.3M shares |
 MORGAN STANLEY RIA/Wealth | +$107.6M +1.9M shares |
 Connor, Clark & Lunn Investment Management Ltd. Long Only Manager | +$93.4M +1.6M shares |
M MANUFACTURERES LIFE INSURANCE CO Institution | +$55.9M +981.8K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$51.0M +895.0K shares |
BANK OF MONTREAL /CAN/ Institution | +$50.2M +882.0K shares |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$31.1M +539.3K shares |
T Treasurer of the State of North Carolina Institution | +$19.5M +342.5K shares |
 INTACT INVESTMENT MANAGEMENT INC. Private Equity | +$18.8M +331.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C CIBC World Markets Inc. Institution | −$91.2M −1.6M shares |
 GOLDMAN SACHS GROUP INC Institution | −$57.6M −1.0M shares |
C Capital World Investors Institution | −$52.4M −921.3K shares |
 MACKENZIE FINANCIAL CORP Long Only Manager | −$49.2M −864.7K shares |
N NATIONAL BANK OF CANADA /FI/ Institution | −$48.1M −850.0K shares |
F FIL Ltd Institution | −$39.3M −691.1K shares |
A APG All Pensions Group NV Institution | −$28.2M −582.0K shares |
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 |
G GCIC Ltd. Institution | −$25.6M −449.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BAM in Q3 2025
- New Positions
- 24
- New Value
- $14.2M
- Exited Positions
- 58
- Exited Value
- $132.6M
New Positions
| Institution | Position Value |
|---|---|
F Fiduciary Alliance LLC Institution | $5.1M 89.1K 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 | $573.0K 10.1K shares |
V Vise Technologies, Inc. Institution | $561.0K 9.9K shares |
A AXQ CAPITAL, LP Hedge Fund•Market Neutral | $416.8K 7.3K 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 | Portfolio Weight |
|---|---|
B BROOKFIELD ASSET MANAGEMENT INC. RIA/Wealth | 79.14% $67.9B |
P Partners Value Investments LP Institution | 16.23% $1.8B |
P PORTLAND INVESTMENT COUNSEL INC. Institution | 6.47% $23.5M |
 America First Investment Advisors, LLC RIA/Wealth | 4.67% $25.1M |
 MEKETA INVESTMENT GROUP INC /ADV Fund of Funds | 4.21% $1.3M |
 Broad Run Investment Management, LLC Long Only Manager | 3.76% $23.0M |
 WEST BANCORPORATION INC Institution | 2.95% $5.3M |
 Douglass Winthrop Advisors, LLC RIA/Wealth | 2.44% $134.8M |
2 2Xideas AG Institution | 2.20% $10.4M |
B Blue Zone Wealth Advisors, LLC RIA/Wealth | 2.00% $10.0M |
Hedge Fund Spotlight
Discover hedge funds investing in BAM
E
Entropy Technologies, LP
Hedge Fund • Quant Macro
Portfolio ManagerArjun Rajan Modi
- Portfolio Value
- $1.3B
- Positions
- 787
- Last Reported
- Q3 2025
Sector Allocation
Position in Brookfield Asset Management
- Market Value
- $2.6M
- Shares Held
- 45.4K
- Portfolio Weight
- 0.19%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $13.2M | 0.98% | |
Oil & Gas Integrated Energy | $13.0M | 0.97% | |
Financial - Credit Services Financial Services | $13.0M | 0.97% |
