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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
GC
376
Gilbert & Cook
Iowa
$386K
BBHC
377
Brown Brothers Harriman & Co
New York
$378K
AFG
378
Atomi Financial Group
New York
$370K
BP
379
Ballentine Partners
Massachusetts
$369K
BC
380
Bridgefront Capital
Texas
$365K
Victory Capital Management
381
Victory Capital Management
Texas
$363K
KeyBank National Association
382
KeyBank National Association
Ohio
$363K
CPCM
383
Cardinal Point Capital Management
Ontario, Canada
$359K
TP
384
TritonPoint Partners
Maryland
$356K
CFG
385
Citizens Financial Group
Rhode Island
$351K
VIP
386
Viewpoint Investment Partners
Alberta, Canada
$349K
BDFN
387
Bond & Devick Financial Network
Minnesota
$342K
WHC
388
Wulff, Hansen & Co
California
$342K
OL
389
Odyssean LLC
Connecticut
$341K
RIA
390
Rhodes Investment Advisors
Texas
$340K
MA
391
Mutual Advisors
Nebraska
$335K
Credit Agricole
392
Credit Agricole
France
$334K
KJHP
393
K.J. Harrison & Partners
Ontario, Canada
$331K
JSAM
394
J. Safra Asset Management
New York
$322K
AV
395
ASR Vermogensbeheer
Netherlands
$320K
HI
396
Hendershot Investments
Virginia
$318K
SDWMA
397
Schneider Downs Wealth Management Advisors
Pennsylvania
$318K
Dimensional Fund Advisors
398
Dimensional Fund Advisors
Texas
$317K
CI
399
Cigna Investments
Connecticut
$314K
S
400
Storgate
Texas
$312K