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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
BDPWM
601
Barnes Dennig Private Wealth Management
Ohio
$978
AIS
602
Advocate Investing Services
Maryland
$978
MCM
603
MV Capital Management
Maryland
$978
CFD
604
Creative Financial Designs
Indiana
$933
MO
605
McMillan Office
Michigan
$845
PWAM
606
Private Wealth Asset Management
Iowa
$800
HWP
607
Highline Wealth Partners
California
$533
TC
608
Trust Company
Kansas
$533
AG
609
AmeriFlex Group
Nevada
$445
SC
610
SouthState Corp
Florida
$445
MCM
611
Manchester Capital Management
Vermont
$356
APW
612
Aventura Private Wealth
Florida
$311
MWM
613
Mosley Wealth Management
California
$285
TM
614
Torren Management
California
$274
DCM
615
Dorato Capital Management
Colorado
$227
GFA
616
Godfrey Financial Associates
New York
$178
SHIM
617
Stone House Investment Management
Pennsylvania
$33
AWM
618
Abound Wealth Management
Tennessee
$2
Norges Bank
619
Norges Bank
Norway
William Blair Investment Management
620
William Blair Investment Management
Illinois
QI
621
QV Investors
Alberta, Canada
MSE
622
MUFG Securities EMEA
United Kingdom
FAF
623
Första AP-fonden
Sweden
Teacher Retirement System of Texas
624
Teacher Retirement System of Texas
Texas
SCM
625
SOL Capital Management
Maryland