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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
TPCW
526
TD Private Client Wealth
New York
$24.4K
CT
527
Clearstead Trust
Maine
$23.2K
IAAG
528
Innovative Asset Advisors Group
Connecticut
$22.2K
HC
529
Hara Capital
Washington
$20K
SWM
530
SHP Wealth Management
Massachusetts
$18.1K
CB
531
Community Bank
New York
$17K
SVCP
532
Silicon Valley Capital Partners
California
$16.9K
OCWP
533
Owl Creek Wealth Partners
Colorado
$15.6K
SFFS
534
Stonehage Fleming Financial Services
Jersey
$15.5K
IUHSA
535
Itau Unibanco Holding S.A.
Brazil
$15K
FCAS
536
First Command Advisory Services
Texas
$14.5K
ADL
537
Asset Dedication LLC
California
$13.6K
MHR
538
Matthew Hamilton Rosenberg
$13.6K
CTC
539
Central Trust Company
Missouri
$13.5K
BIA
540
Bell Investment Advisors
California
$13.1K
LI
541
LRI Investments
Florida
$12.9K
TWD
542
True Wealth Design
Ohio
$12.8K
TFA
543
Transamerica Financial Advisors
Florida
$12.1K
GWM
544
Gilpin Wealth Management
Colorado
$12.1K
PB
545
Pinnacle Bancorp
Nebraska
$11.6K
FC
546
Financial Consulate
Maryland
$11.2K
M
547
MOTCO
Texas
$11K
HFS
548
Hantz Financial Services
Michigan
$11K
PWMG
549
Prestige Wealth Management Group
New Jersey
$10.7K
FFO
550
Fortitude Family Office
Arizona
$9.2K