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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
PI
401
PFG Investments
New York
$307K
SCP
402
Stamos Capital Partners
California
$305K
SCA
403
Snowden Capital Advisors
New York
$301K
HWA
404
Heritage Wealth Advisors
Virginia
$296K
SCM
405
Summerhill Capital Management
Ontario, Canada
$295K
SCM
406
Sterling Capital Management
North Carolina
$293K
PSP
407
Principal Street Partners
Tennessee
$291K
First Trust Advisors
408
First Trust Advisors
Illinois
$289K
PCP
409
Proficio Capital Partners
Massachusetts
$288K
WWM
410
Western Wealth Management
Colorado
$280K
S
411
SimplyRich
California
$277K
MC
412
Moors & Cabot
Massachusetts
$275K
SWP
413
Stratos Wealth Partners
Ohio
$273K
CFO
414
Callan Family Office
Pennsylvania
$268K
BAM
415
Berkshire Asset Management
Pennsylvania
$263K
KAS
416
Kestra Advisory Services
Texas
$262K
NS
417
NBC Securities
Alabama
$260K
LWCFA
418
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K
NW
419
NewEdge Wealth
Pennsylvania
$255K
EF
420
Empowered Funds
Pennsylvania
$255K
CRC
421
Curi RMB Capital
Illinois
$255K
WCA
422
Whetstone Capital Advisors
Kansas
$254K
MAM
423
Morse Asset Management
Connecticut
$252K
GCM
424
GoodHaven Capital Management
New Jersey
$252K
NFA
425
Northwest Financial Advisors
Virginia
$251K