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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
AF
301
Aviso Financial
Ontario, Canada
$692K
LCM
302
Laurion Capital Management
New York
$689K
Truist Financial
303
Truist Financial
North Carolina
$681K
GIA
304
Gateway Investment Advisers
Ohio
$658K
Capital Fund Management (CFM)
305
Capital Fund Management (CFM)
France
$658K
OIMU
306
Osmosis Investment Management UK
United Kingdom
$656K
Simplex Trading
307
Simplex Trading
Illinois
$643K
CLA
308
Carnegie Lake Advisors
New Jersey
$636K
CC
309
Chicago Capital
Illinois
$635K
CTA
310
Clear Trail Advisors
Texas
$632K
William Blair & Company
311
William Blair & Company
Illinois
$628K
JHCP
312
Jackson Hole Capital Partners
Oklahoma
$628K
RWM
313
Ritholtz Wealth Management
New York
$608K
WA
314
Waverly Advisors
Alabama
$607K
RFC
315
Regions Financial Corp
Alabama
$592K
QCG
316
Quadrant Capital Group
Ohio
$583K
MML Investors Services
317
MML Investors Services
Massachusetts
$582K
CCM
318
Check Capital Management
California
$576K
CANC
319
Culbertson A N & Co
Virginia
$574K
SLT
320
St Louis Trust
Missouri
$573K
PS
321
Principal Securities
Iowa
$566K
NIM
322
Needham Investment Management
New York
$559K
AI
323
Atria Investments
North Carolina
$556K
MIM
324
MetLife Investment Management
New Jersey
$543K
HWM
325
HB Wealth Management
Georgia
$538K