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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
GWS
551
Greykasell Wealth Strategies
California
$9.18K
LWMI
552
Legacy Wealth Management (Idaho)
Idaho
$8.45K
WA
553
WPG Advisers
Maryland
$8.31K
CAM
554
Costello Asset Management
Pennsylvania
$7.82K
SIS
555
Sound Income Strategies
Florida
$7.8K
BCM
556
Boreal Capital Management
Florida
$7.78K
KAS
557
Kemnay Advisory Services
New York
$7.07K
CFO
558
CVA Family Office
Colorado
$7.07K
BIAS
559
Beacon Investment Advisory Services
New Jersey
$6.98K
DAM
560
Delta Asset Management
Tennessee
$6.89K
CFM
561
Cornerstone Financial Management
Massachusetts
$6.8K
RFS
562
Richardson Financial Services
Massachusetts
$6.67K
FHC
563
First Horizon Corporation
Tennessee
$6.49K
NECFA
564
New England Capital Financial Advisors
Connecticut
$6.03K
JFA
565
JNBA Financial Advisors
Minnesota
$5.74K
PWMG
566
Private Wealth Management Group
New Jersey
$5.38K
CPG
567
Cornerstone Planning Group
New Jersey
$4.7K
AFC
568
Ares Financial Consulting
California
$4.63K
TCM
569
Triumph Capital Management
Colorado
$4.45K
FWA
570
Flagship Wealth Advisors
Massachusetts
$4.42K
NFSG
571
Newbridge Financial Services Group
Florida
$4K
TPWA
572
Twin Peaks Wealth Advisors
California
$3.96K
FGA
573
Fortis Group Advisors
New Jersey
$3.73K
BW
574
Bravera Wealth
North Dakota
$3.6K
TSMHT
575
Thurston Springer Miller Herd & Titak
Indiana
$3.56K