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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
TC
351
TwinBeech Capital
New York
$456K
PFS
352
Prospera Financial Services
Texas
$456K
UCFA
353
United Capital Financial Advisors
Texas
$451K
DA
354
Denali Advisors
California
$449K
KRSITF
355
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$447K
AGM
356
Alpine Global Management
New York
$447K
SWM
357
Salvus Wealth Management
New Jersey
$440K
LIM
358
Leavell Investment Management
Alabama
$440K
SF
359
Summit Financial
New Jersey
$434K
AIM
360
Aigen Investment Management
New York
$432K
PUI
361
Purpose Unlimited Inc
$428K
SC
362
SummitTX Capital
Texas
$424K
LNWTC
363
Laird Norton Wetherby Trust Company
Washington
$422K
MGP
364
Metis Global Partners
California
$420K
BONST
365
Bank of Nova Scotia Trust
Ontario, Canada
$415K
GAM
366
Griffin Asset Management
New York
$412K
VT
367
Vise Technologies
New York
$408K
EHC
368
Everett Harris & Co
California
$407K
FRA
369
Frank Rimerman Advisors
California
$404K
MFG
370
Merit Financial Group
Georgia
$401K
NICM
371
Neo Ivy Capital Management
New York
$401K
HHGC
372
Hunting Hill Global Capital
New York
$400K
CAWM
373
Capital Advisors Wealth Management
Washington
$400K
WSFS
374
Wilmington Savings Fund Society
Delaware
$399K
CA
375
Carson Advisory
Georgia
$389K