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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
Raymond James Financial
101
Raymond James Financial
Florida
$11.8M -$136K -2,792 -1%
BFS
102
Baskin Financial Services
Ontario, Canada
$11.5M -$401K -8,203 -3%
LIP
103
Liontrust Investment Partners
United Kingdom
$11.2M +$12.3M +251,090 New
Wellington Management Group
104
Wellington Management Group
Massachusetts
$11.1M -$1.13M -23,156 -9%
TAM
105
Tocqueville Asset Management
New York
$10.7M -$112K -2,295 -0.9%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$10.7M -$104K -2,136 -0.9%
CIS
107
Capital International Sarl
California
$9.86M -$2.1M -43,026 -16%
AM
108
AGF Management
Ontario, Canada
$9.7M -$61.7M -1,264,216 -85%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$9.62M +$1.13M +23,188 +12%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$9.49M +$238K +4,867 +2%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.4M -$49.1K -1,006 -0.5%
Millennium Management
112
Millennium Management
New York
$9.39M -$19.5M -400,069 -65%
Stifel Financial
113
Stifel Financial
Missouri
$9.31M -$9.77K -200 -0.1%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$9.13M +$313K +6,400 +3%
VIA
115
Vanguard Investments Australia
Australia
$9.01M +$9.9M +202,601 New
UBS AM
116
UBS AM
Illinois
$8.83M +$150K +3,075 +2%
APG Asset Management
117
APG Asset Management
Netherlands
$8.82M +$57.7K +1,181 +0.5%
SEI Investments
118
SEI Investments
Pennsylvania
$8.69M +$3.7M +75,814 +63%
BZWA
119
Blue Zone Wealth Advisors
California
$8.59M +$594K +12,157 +7%
HKAM
120
Horizon Kinetics Asset Management
New York
$8.43M -$44.1K -902 -0.5%
AllianceBernstein
121
AllianceBernstein
Tennessee
$7.87M -$733 -15 -0%
MFAM
122
Motley Fool Asset Management
Virginia
$7.85M -$400K -8,184 -4%
ClearBridge Investments
123
ClearBridge Investments
New York
$7.85M +$3.97M +81,270 +85%
WIC
124
Woodmont Investment Counsel
Tennessee
$7.71M +$1.59M +32,614 +23%
Citigroup
125
Citigroup
New York
$7.5M -$551K -11,278 -6%