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Brookfield Asset Management

625 hedge funds and large institutions have $65.9B invested in Brookfield Asset Management in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 228 increasing their positions, 200 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 200

10% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 71

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 626625 (-1)

0.6% less ownership

Funds ownership: 91.06%90.46% (-0.6%)

16% less capital invested

Capital invested by funds: $78.1B → $65.9B (-$12.3B)

76% less call options, than puts

Call options by funds: $66.9M | Put options by funds: $278M

Holders
625
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
78
Increased
228
Reduced
200
Closed
71
Calls
$66.9M
Puts
$278M
Net Calls
-$211M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$53B
PVI
2
Partners Value Investments
Bermuda
$1.32B -$58.7M -1,201,157 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$876M -$22.9M -468,701 -2%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$594M -$115M -2,364,423 -15%
Principal Financial Group
5
Principal Financial Group
Iowa
$566M +$238M +4,872,090 +62%
VCM
6
Vanguard Capital Management
Pennsylvania
$514M +$565M +11,566,760 New
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$468M -$85.2M -1,744,213 -14%
Capital World Investors
8
Capital World Investors
California
$467M +$266M +5,449,634 +108%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$434M -$4.69M -96,056 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$407M -$353M -7,226,141 -44%
Capital International Investors
11
Capital International Investors
California
$339M -$278M -5,689,175 -43%
Morgan Stanley
12
Morgan Stanley
New York
$256M +$88.7M +1,816,879 +46%
Fidelity International
13
Fidelity International
Bermuda
$252M -$203M -4,146,348 -42%
BlackRock
14
BlackRock
New York
$245M +$629K +12,877 +0.2%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236M +$35M +716,892 +16%
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$235M +$21M +429,349 +9%
BGC
17
Beutel, Goodman & Co
Ontario, Canada
$230M +$159M +3,252,202 +168%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$224M +$13.8M +282,605 +6%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$206M +$158M +3,238,527 +220%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$198M -$30.3M -620,159 -14%
State Street
21
State Street
Massachusetts
$170M +$6.22M +127,380 +3%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$168M +$27.1M +554,107 +17%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$164M -$30.6M -626,356 -15%
Bank of America
24
Bank of America
North Carolina
$153M +$16.7M +341,600 +11%
VFT
25
Vanguard Fiduciary Trust
Pennsylvania
$152M +$167M +3,426,472 New