We are live on ! Find out more
BAM icon

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
SC
426
Searle & Co
Connecticut
$251K
YMRC
427
Yorktown Management & Research Company
Virginia
$251K
TRCT
428
Tower Research Capital (TRC)
New York
$248K
Walleye Capital
429
Walleye Capital
New York
$242K
CSIC
430
Clifford Swan Investment Counsel
California
$241K
SA
431
Sanctuary Advisors
Indiana
$239K
FMI
432
Frec Markets Inc
California
$239K
SIA
433
SeaBridge Investment Advisors
New Jersey
$235K
UB
434
UMB Bank
Missouri
$234K
S
435
SignatureFD
Georgia
$233K
AWM
436
Athena Wealth Management
Nevada
$233K
SWP
437
Strategic Wealth Partners
Ohio
$233K
BBNB
438
Baker Boyer National Bank
Washington
$231K
RRA
439
Round Rock Advisors
Connecticut
$229K
EWM
440
Evercore Wealth Management
New York
$228K
PCM
441
Parsons Capital Management
Rhode Island
$228K
CGA
442
Crescent Grove Advisors
Illinois
$227K
MIM
443
Moseley Investment Management
Florida
$225K
SAM
444
Silvercrest Asset Management
New York
$224K
VWM
445
Venturi Wealth Management
Texas
$223K
HIMC
446
Heritage Investors Management Corp
Maryland
$220K
Fisher Asset Management
447
Fisher Asset Management
Washington
$220K
VAS
448
Vestmark Advisory Solutions
Massachusetts
$218K
CSPIA
449
Cary Street Partners Investment Advisory
Virginia
$216K
LIC
450
Laurus Investment Counsel
Canada
$215K