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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
SL
126
Summitry LLC
California
$7.44M
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$7.28M
LTI
128
Laffer Tengler Investments
Tennessee
$7.22M
CF
129
Canoe Financial
Alberta, Canada
$7.2M
Franklin Resources
130
Franklin Resources
California
$7.14M
SO
131
STRS Ohio
Ohio
$6.99M
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$6.96M
CLOS
133
Compagnie Lombard Odier SCmA
Switzerland
$6.43M
MCM
134
MAI Capital Management
Ohio
$6.2M
Creative Planning
135
Creative Planning
Kansas
$6.17M
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$5.73M
SCM
137
SKBA Capital Management
California
$5.27M
CI
138
Capital International
California
$5.24M
Cerity Partners
139
Cerity Partners
New York
$5.1M
Russell Investments Group
140
Russell Investments Group
United Kingdom
$5.09M
SSWM
141
Smith Salley Wealth Management
North Carolina
$5.03M
PFSRSONJ
142
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.93M
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$4.72M
TWC
144
The Woodbridge Company
Ontario, Canada
$4.59M
TYCC
145
Texas Yale Capital Corp
Florida
$4.58M
AIMCA
146
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.49M
CTA
147
Colonial Trust Advisors
South Carolina
$4.42M
MFWM
148
Motley Fool Wealth Management
Virginia
$4.4M
LF
149
Lansforsakringar Fondforvaltning
Sweden
$4.33M
XT
150
XTX Topco
Cayman Islands
$4.27M