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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
NWM
76
Nicola Wealth Management
British Columbia, Canada
$19.3M +$8.89M +182,000 +72%
PIC
77
Portland Investment Counsel
Ontario, Canada
$18.7M +$58K +1,187 +0.3%
CI Investments Inc
78
CI Investments Inc
Ontario, Canada
$18.2M -$156K -3,188 -0.8%
BAMCO Inc
79
BAMCO Inc
New York
$17.7M -$28.7M -586,799 -60%
Citadel Advisors
80
Citadel Advisors
Florida
$17.1M -$141M -2,890,601 -88%
Canada Life
81
Canada Life
Manitoba, Canada
$16.9M +$1.98M +40,567 +12%
VanEck Associates
82
VanEck Associates
New York
$16.7M +$8.85M +181,105 +93%
Fiera Capital (Canada)
83
Fiera Capital (Canada)
Quebec, Canada
$16.5M +$2.01M +41,240 +12%
GCC
84
Guardian Capital (Canada)
Ontario, Canada
$15.9M +$15.5M +317,945 +781%
Aviva
85
Aviva
United Kingdom
$15.6M +$469K +9,603 +3%
AC
86
Addenda Capital
Quebec, Canada
$15.5M -$1.36M -27,900 -10%
MBI
87
Montrusco Bolton Investments
Quebec, Canada
$15.3M +$1.15M +23,484 +7%
GP
88
Guardian Partners
Canada
$15.2M +$63.2K +1,295 +0.4%
MCI
89
McDonald Capital Investors
California
$15.1M -$183K -3,749 -1%
SG Americas Securities
90
SG Americas Securities
New York
$14.6M +$10.3M +209,870 +176%
MAMU
91
Marathon Asset Management (UK)
United Kingdom
$14.4M -$62K -1,269 -0.4%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$14.3M +$15.8M +322,554 New
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$14M +$65K +1,330 +0.4%
PGH
94
Partners Group Holding
Switzerland
$13.7M +$3.72M +76,149 +33%
CII
95
Capital International Inc
California
$13.2M -$947K -19,389 -6%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$13M +$391K +7,997 +3%
SFA
97
Sequoia Financial Advisors
Ohio
$13M +$110K +2,255 +0.8%
AFIA
98
America First Investment Advisors
Nebraska
$12.7M -$272K -5,577 -2%
QCM
99
Quantinno Capital Management
New York
$12.5M +$7.06M +144,512 +105%
JVBC
100
J.V. Bruni & Co
Colorado
$12.2M -$91.4K -1,871 -0.7%