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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
PWA
501
Provenance Wealth Advisors
Florida
$50K
BCWM
502
Bartlett & Co Wealth Management
Ohio
$49.3K
BL
503
BFSG LLC
California
$44.8K
DFA
504
DHJJ Financial Advisors
Illinois
$44.5K
PGAM
505
Princeton Global Asset Management
New Jersey
$44.5K
IA
506
IFP Advisors
Florida
$44.2K
PWPS
507
Pinnacle Wealth Planning Services
Ohio
$40.5K
LB
508
Legacy Bridge
Iowa
$40.4K
POIA
509
Pin Oak Investment Advisors
Texas
$40K
DJSG
510
D.J. St. Germain
Massachusetts
$37.7K
NA
511
NewEdge Advisors
Louisiana
$37.5K
LAM
512
LOM Asset Management
$37.1K
ZBNA
513
Zions Bancorporation, National Association
Utah
$36.3K
CSP
514
Cary Street Partners
Virginia
$36K
RBC
515
Roble Belko & Company
Pennsylvania
$34K
ECSS
516
Eurizon Capital SGR SpA
$32.5K
AssetMark Inc
517
AssetMark Inc
California
$31.7K
HI
518
Harbour Investments
Wisconsin
$31.5K
BWA
519
Basecamp Wealth Advisors
Washington
$29.4K
BT
520
Banque Transatlantique
France
$26.7K
MHIP
521
Mountain Hill Investment Partners
New Jersey
$26.5K
TC
522
Truvestments Capital
Florida
$26.1K
CFB
523
Cullen/Frost Bankers
Texas
$25.6K
UBP
524
Union Bancaire Privee
Switzerland
$25.4K
CA
525
CoreCap Advisors
Michigan
$25.4K