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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
BCIM
51
British Columbia Investment Management
British Columbia, Canada
$41.1M -$45.9M -939,022 -50%
FAM
52
Fenimore Asset Management
New York
$40.8M -$976K -19,988 -2%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.8M +$7.46M +152,821 +20%
Corient Private Wealth
54
Corient Private Wealth
Florida
$40.3M -$90.7M -1,856,972 -67%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$37.3M -$9.68M -198,229 -19%
HF
56
HRT Financial
New York
$36.9M +$39.6M +810,519 +4,066%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$35.9M +$1.25M +25,686 +3%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$35.5M +$39.9M +816,294 +12,050%
Deutsche Bank
59
Deutsche Bank
Germany
$35.2M -$4.64M -95,066 -11%
VAM
60
Vanguard Asset Management
$34.4M +$37.8M +774,337 New
Amundi
61
Amundi
France
$31.3M +$11.3M +231,401 +49%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$30.7M +$33.8M +692,000 New
UBS Group
63
UBS Group
Switzerland
$29.1M +$4.24M +86,714 +15%
Wells Fargo
64
Wells Fargo
California
$28.7M +$7.02M +143,700 +29%
BRIM
65
Broad Run Investment Management
Virginia
$26.8M +$9.78M +200,281 +50%
SFG
66
Sather Financial Group
Texas
$25.4M +$4.35M +88,969 +18%
QC
67
Quadrature Capital
United Kingdom
$25.1M +$13.1M +268,600 +90%
MSC
68
MUFG Securities (Canada)
New York
$24.8M -$720K -14,748 -3%
AQR Capital Management
69
AQR Capital Management
Connecticut
$24.7M +$24.3M +498,323 +856%
GIC
70
GFI Investment Counsel
Ontario, Canada
$24.6M -$1.64M -33,637 -6%
Barclays
71
Barclays
United Kingdom
$22.7M +$18M +367,620 +256%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$20.8M +$1.26M +25,860 +6%
VPM
73
Vanguard Portfolio Management
Pennsylvania
$20.6M +$22.6M +462,385 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$20.1M
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$20M +$3.87M +79,292 +21%