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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
CCM
276
Canal Capital Management
Virginia
$887K
AWM
277
Apollon Wealth Management
South Carolina
$884K
Baird Financial Group
278
Baird Financial Group
Wisconsin
$880K
VOYA Investment Management
279
VOYA Investment Management
Georgia
$854K
WJWM
280
Williams Jones Wealth Management
New York
$841K
LCM
281
Landscape Capital Management
New Jersey
$831K
MSRPS
282
Maryland State Retirement & Pension System
Maryland
$826K
WW
283
Waterfront Wealth
Kansas
$819K
CBU
284
CIBC Bancorp USA
Illinois
$809K
Osaic Holdings
285
Osaic Holdings
Arizona
$796K
Grantham, Mayo, Van Otterloo & Co (GMO)
286
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$796K
DFG
287
Demars Financial Group
Washington
$789K
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$779K
FIA
289
Foundations Investment Advisors
Arizona
$757K
CCM
290
Copeland Capital Management
Pennsylvania
$756K
AWM
291
Avior Wealth Management
Nebraska
$746K
WAM
292
Weiss Asset Management
Massachusetts
$725K
CWM
293
Chemistry Wealth Management
New York
$722K
MCRM
294
Midway Capital Research & Management
Illinois
$716K
GWM
295
Geneos Wealth Management
Colorado
$714K
PAS
296
Park Avenue Securities
New York
$710K
GF
297
Gabelli Funds
New York
$699K
EI
298
EFG International
$698K
AA
299
ALPS Advisors
Colorado
$697K
TVPW
300
Third View Private Wealth
Connecticut
$697K