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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
DWM
576
Darwin Wealth Management
Florida
$3.51K
TFIPS
577
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.37K
SS
578
Sunbelt Securities
Texas
$3.33K
SL
579
Salomon & Ludwin
Virginia
$3.2K
NSIM
580
North Star Investment Management
Illinois
$3.02K
CI
581
CX Institutional
Indiana
$3K
USB
582
Union Savings Bank
Connecticut
$2.75K
RCM
583
Richardson Capital Management
Wisconsin
$2.67K
SIC
584
SJS Investment Consulting
Ohio
$2.58K
SA
585
Scarborough Advisors
Maryland
$2.58K
PWA
586
Physician Wealth Advisors
Utah
$2.53K
MWM
587
Magnolia Wealth Management
Alabama
$2.44K
CIAM
588
Caitong International Asset Management
Hong Kong
$2.36K
HFS
589
Hughes Financial Services
Virginia
$2.36K
HI
590
Horizon Investments
North Carolina
$2.31K
EWM
591
Evermay Wealth Management
Virginia
$2.27K
JWA
592
JFS Wealth Advisors
Pennsylvania
$2.22K
VWA
593
VSM Wealth Advisory
Maryland
$2.13K
NRG
594
Nemes Rush Group
Michigan
$2.04K
JFGIW
595
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
JWM
596
JPL Wealth Management
Colorado
$1.87K
MSWM
597
Mowery & Schoenfeld Wealth Management
Illinois
$1.73K
RF
598
Rossby Financial
Florida
$1.54K
GSWM
599
Golden State Wealth Management
California
$1.47K
BTI
600
Blue Trust Inc
Georgia
$1.2K