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Brookfield Asset Management

625 hedge funds and large institutions have $65.9B invested in Brookfield Asset Management in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 228 increasing their positions, 200 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 200

10% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 71

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 626625 (-1)

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
625
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.7%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
78
Increased
228
Reduced
200
Closed
71
Calls
$66.9M
Puts
$278M
Net Calls
-$211M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
676
Flagship Harbor Advisors
Massachusetts
-$71K -1,355 Closed
EI
677
eCIO Inc
Wisconsin
-$42K -802 Closed
AAG
678
Armstrong Advisory Group
Massachusetts
-$21.5K -410 Closed
CRI
679
Commonwealth Retirement Investments
Virginia
-$14.4K -274 Closed
CHC
680
City Holding Co
West Virginia
-$10.5K -200 Closed
Optiver Holding
681
Optiver Holding
Netherlands
-$6.65K -127 Closed
QL
682
Quarry LP
New York
-$6.44K -123 Closed
SWM
683
Spire Wealth Management
Virginia
-$5.76K -110 Closed
ETC
684
Exchange Traded Concepts
Oklahoma
-$5.66K -108 Closed
ACM
685
Accent Capital Management
Ohio
-$5.55K -106 Closed
BGAI
686
Bruce G. Allen Investments
Colorado
-$4.3K -82 Closed
DMIC
687
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$4.2K -80 Closed
MA
688
MCF Advisors
Kentucky
-$3.72K -71 Closed
HIA
689
Harbor Investment Advisory
Maryland
-$3.41K -65 Closed
QA
690
Quattro Advisors
Pennsylvania
-$2.62K -50 Closed
WWA
691
Wealth Watch Advisors
Colorado
-$2.1K -40 Closed
TPBG
692
Turning Point Benefit Group
Maryland
-$1.89K -36 Closed
BAM
693
Bellevue Asset Management
Washington
-$1.36K -26 Closed
FUBT
694
First United Bank & Trust
Maryland
-$891 -17 Closed
ME
695
McIlrath & Eck
Washington
-$472 -9 Closed
SA
696
SRH Advisors
Kansas
-$314 -6 Closed