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Brookfield Asset Management

617 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, 197 reducing their positions, and 72 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 ownership

Funds ownership:

1% less funds holding

Funds holding: 623617 (-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
617
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
KAS
551
Kemnay Advisory Services
New York
$7.07K
CFO
552
CVA Family Office
Colorado
$7.07K
BIAS
553
Beacon Investment Advisory Services
New Jersey
$6.98K
DAM
554
Delta Asset Management
Tennessee
$6.89K
CFM
555
Cornerstone Financial Management
Massachusetts
$6.8K
RFS
556
Richardson Financial Services
Massachusetts
$6.67K
FHC
557
First Horizon Corporation
Tennessee
$6.49K
NECFA
558
New England Capital Financial Advisors
Connecticut
$6.03K
JFA
559
JNBA Financial Advisors
Minnesota
$5.74K
PWMG
560
Private Wealth Management Group
New Jersey
$5.38K
CPG
561
Cornerstone Planning Group
New Jersey
$4.7K
AFC
562
Ares Financial Consulting
California
$4.63K
TCM
563
Triumph Capital Management
Colorado
$4.45K
NFSG
564
Newbridge Financial Services Group
Florida
$4K
TPWA
565
Twin Peaks Wealth Advisors
California
$3.96K
FGA
566
Fortis Group Advisors
New Jersey
$3.73K
BW
567
Bravera Wealth
North Dakota
$3.6K
TSMHT
568
Thurston Springer Miller Herd & Titak
Indiana
$3.56K
DWM
569
Darwin Wealth Management
Florida
$3.51K
TFIPS
570
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.37K
SS
571
Sunbelt Securities
Texas
$3.33K
SL
572
Salomon & Ludwin
Virginia
$3.2K
NSIM
573
North Star Investment Management
Illinois
$3.02K
CI
574
CX Institutional
Indiana
$3K
USB
575
Union Savings Bank
Connecticut
$2.75K