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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
RCM
576
Richardson Capital Management
Wisconsin
$2.67K
SIC
577
SJS Investment Consulting
Ohio
$2.58K
SA
578
Scarborough Advisors
Maryland
$2.58K
PWA
579
Physician Wealth Advisors
Utah
$2.53K
MWM
580
Magnolia Wealth Management
Alabama
$2.44K
CIAM
581
Caitong International Asset Management
Hong Kong
$2.36K
HFS
582
Hughes Financial Services
Virginia
$2.36K
HI
583
Horizon Investments
North Carolina
$2.31K
EWM
584
Evermay Wealth Management
Virginia
$2.27K
JWA
585
JFS Wealth Advisors
Pennsylvania
$2.22K
VWA
586
VSM Wealth Advisory
Maryland
$2.13K
NRG
587
Nemes Rush Group
Michigan
$2.04K
JFGIW
588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
JWM
589
JPL Wealth Management
Colorado
$1.87K
MSWM
590
Mowery & Schoenfeld Wealth Management
Illinois
$1.73K
RF
591
Rossby Financial
Florida
$1.54K
GSWM
592
Golden State Wealth Management
California
$1.47K
BTI
593
Blue Trust Inc
Georgia
$1.2K
CW
594
Curio Wealth
Maryland
$1.16K
KFAS
595
Keating Financial Advisory Services
Kansas
$1.16K
HIC
596
Hamrick Investment Counsel
Washington
$1.16K
SFS
597
Sunrise Financial Services
Washington
$1.07K
IWS
598
Intentional Wealth Strategies
Colorado
$1.07K
TF
599
Tompkins Financial
New York
$1.02K
KG
600
Kilter Group
New York
$978