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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
CW
601
Curio Wealth
Maryland
$1.16K
KFAS
602
Keating Financial Advisory Services
Kansas
$1.16K
HIC
603
Hamrick Investment Counsel
Washington
$1.16K
SFS
604
Sunrise Financial Services
Washington
$1.07K
IWS
605
Intentional Wealth Strategies
Colorado
$1.07K
TF
606
Tompkins Financial
New York
$1.02K
KG
607
Kilter Group
New York
$978
AIS
608
Advocate Investing Services
Maryland
$978
BDPWM
609
Barnes Dennig Private Wealth Management
Ohio
$978
MCM
610
MV Capital Management
Maryland
$978
CFD
611
Creative Financial Designs
Indiana
$933
MO
612
McMillan Office
Michigan
$845
PWAM
613
Private Wealth Asset Management
Iowa
$800
HWP
614
Highline Wealth Partners
California
$533
TC
615
Trust Company
Kansas
$533
AG
616
AmeriFlex Group
Nevada
$445
SC
617
SouthState Corp
Florida
$445
MCM
618
Manchester Capital Management
Vermont
$356
APW
619
Aventura Private Wealth
Florida
$311
MWM
620
Mosley Wealth Management
California
$285
TM
621
Torren Management
California
$274
DCM
622
Dorato Capital Management
Colorado
$227
GFA
623
Godfrey Financial Associates
New York
$178
SHIM
624
Stone House Investment Management
Pennsylvania
$33
AWM
625
Abound Wealth Management
Tennessee
$2