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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
TWIM
476
TIAA Wealth Investment Management
New York
$90.5K
GI
477
GAMMA Investing
California
$88.9K
GA
478
GoalVest Advisory
New York
$88.5K
WAM
479
Wolverine Asset Management
Illinois
$87.7K
DZ Bank
480
DZ Bank
Germany
$85.6K
Nisa Investment Advisors
481
Nisa Investment Advisors
Missouri
$79.5K
C
482
Covestor
United Kingdom
$79K
DI
483
DAGCO Inc
Ohio
$78.5K
EWA
484
EverSource Wealth Advisors
Alabama
$76K
AIM
485
Anchor Investment Management
South Carolina
$73.2K
Fifth Third Bancorp
486
Fifth Third Bancorp
Ohio
$71.1K
CH
487
Cromwell Holdings
Wyoming
$70.7K
CCWM
488
Cassaday & Co Wealth Management
Virginia
$70K
HDIM
489
Hanson & Doremus Investment Management
Vermont
$69K
VCM
490
Versant Capital Management
Arizona
$68.8K
FP
491
Financial Perspectives
Minnesota
$68.6K
PFBT
492
Parkside Financial Bank & Trust
Missouri
$68K
AA
493
Addison Advisors
Vermont
$67.7K
PTC
494
Private Trust Company
Ohio
$64.4K
KFI
495
Key Financial Inc
Pennsylvania
$63K
LI
496
Louisbourg Investments
New Brunswick, Canada
$62.2K
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$60.9K
LFG
498
Larson Financial Group
Missouri
$58.7K
HPC
499
HM Payson & Co
Maine
$57.7K
RFP
500
Root Financial Partners
California
$57K