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Brookfield Asset Management

624 hedge funds and large institutions have $65.9B invested in Brookfield Asset Management in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 200 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

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
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$66.9M
Puts
$278M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Tandem Capital Management
New Jersey
$1.59M
AF
227
Avanza Fonder
Sweden
$1.56M
SNT
228
SIG North Trading
Pennsylvania
$1.55M
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$1.51M
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$1.5M
BNP Paribas Asset Management
231
BNP Paribas Asset Management
France
$1.47M
EIM
232
Ervin Investment Management
Washington
$1.46M
ACM
233
Adalta Capital Management
New York
$1.4M
VPIM
234
Vanguard Personalized Indexing Management
California
$1.38M
BA
235
Bridgewater Associates
Connecticut
$1.35M
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$1.34M
CGIM
237
Capital Group Investment Management
Singapore
$1.3M
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$1.3M
RCM
239
Radnor Capital Management
Pennsylvania
$1.28M
M&T Bank
240
M&T Bank
New York
$1.26M
Charles Schwab
241
Charles Schwab
California
$1.26M
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$1.22M
BAM
243
BCV Asset Management
$1.22M
CP
244
Cumberland Partners
Ontario, Canada
$1.21M
CS
245
Cannell & Spears
New York
$1.17M
TCCM
246
Timber Creek Capital Management
Massachusetts
$1.15M
MGIA
247
Moneta Group Investment Advisors
Missouri
$1.14M
AAM
248
Advisors Asset Management
Colorado
$1.12M
CRWM
249
Castle Rock Wealth Management
California
$1.12M
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$1.11M