Brookfield Asset Management
628 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, 229 increasing their positions, 200 reducing their positions, and 73 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 200
7% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 73
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% less funds holding
Funds holding: 629 → 628 (-1)
0.51% less ownership
Funds ownership: 90.97% → 90.46% (-0.51%)
16% less capital invested
Capital invested by funds: $78.1B → $65.9B (-$12.2B)
76% less call options, than puts
Call options by funds: $66.9M | Put options by funds: $278M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$266M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$238M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$159M |
| 4 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$158M |
| 5 |
Jane Street
New York
|
+$90.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$353M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$278M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$203M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$141M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$123M |
BAM Hedge Fund Activity: Q1 2026 in Review
628 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q1 2026, worth a combined $65.9B — down 16% from $78.1B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new BAM positions and 73 closed out — a net gain of 5 holders — while 229 added to existing stakes and 200 trimmed.
The largest buyer was Capital World Investors, adding an estimated $266M. The largest seller was Fidelity Investments, cutting an estimated $353M.
- 628 institutional investors held Brookfield Asset Management (BAM) as of Q1 2026, down from 629 in Q4 2025.
- Funds reported $65.9B of Brookfield Asset Management stock for Q1 2026, down 16% quarter-over-quarter.
- 78 funds opened new Brookfield Asset Management positions in Q1 2026 and 73 closed out, a net change of +5 holders.
- The largest Brookfield Asset Management buyer in Q1 2026 was Capital World Investors, an estimated $266M added.
- The largest Brookfield Asset Management seller in Q1 2026 was Fidelity Investments, an estimated $353M sold.
Based on aggregated 13F filings for Q1 2026.