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Brookfield Asset Management

617 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, 197 reducing their positions, and 72 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 ownership

Funds ownership:

1% less funds holding

Funds holding: 623617 (-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
617
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
Raymond James Financial
101
Raymond James Financial
Florida
$11.8M
BFS
102
Baskin Financial Services
Ontario, Canada
$11.5M
LIP
103
Liontrust Investment Partners
United Kingdom
$11.2M
Wellington Management Group
104
Wellington Management Group
Massachusetts
$11.1M
TAM
105
Tocqueville Asset Management
New York
$10.7M
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$10.7M
CIS
107
Capital International Sarl
California
$9.86M
AM
108
AGF Management
Ontario, Canada
$9.7M
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$9.62M
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$9.49M
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.4M
Millennium Management
112
Millennium Management
New York
$9.39M
Stifel Financial
113
Stifel Financial
Missouri
$9.31M
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$9.13M
VIA
115
Vanguard Investments Australia
Australia
$9.01M
UBS AM
116
UBS AM
Illinois
$8.83M
APG Asset Management
117
APG Asset Management
Netherlands
$8.82M
SEI Investments
118
SEI Investments
Pennsylvania
$8.69M
BZWA
119
Blue Zone Wealth Advisors
California
$8.59M
HKAM
120
Horizon Kinetics Asset Management
New York
$8.43M
AllianceBernstein
121
AllianceBernstein
Tennessee
$7.87M
MFAM
122
Motley Fool Asset Management
Virginia
$7.85M
ClearBridge Investments
123
ClearBridge Investments
New York
$7.85M
WIC
124
Woodmont Investment Counsel
Tennessee
$7.71M
Citigroup
125
Citigroup
New York
$7.5M