We are live on ! Find out more
BEP icon

Brookfield Renewable

255 hedge funds and large institutions have $6B invested in Brookfield Renewable in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $5.05B → $6B (+$950M)

5% more funds holding

Funds holding: 242255 (+13)

0.91% less ownership

Funds ownership: 61.16%60.25% (-0.91%)

12% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

58% less call options, than puts

Call options by funds: $23M | Put options by funds: $55.5M

Holders
255
Holders Change
+13
Holders Change %
+5.37%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
59
Reduced
67
Closed
16
Calls
$23M
Puts
$55.5M
Net Calls
-$32.4M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
151
Aspiriant LLC
California
$279K
M
152
Mirova
France
$277K +$256K +8,500 New
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$277K +$256K +8,485 New
KAS
154
Kestra Advisory Services
Texas
$277K +$4.4K +146 +2%
Bessemer Group
155
Bessemer Group
New Jersey
$274K -$11.5K -381 -4%
WSWA
156
Warren Street Wealth Advisors
California
$273K
SWM
157
Scissortail Wealth Management
Oklahoma
$261K +$241K +8,000 New
Franklin Resources
158
Franklin Resources
California
$259K
BONST
159
Bank of Nova Scotia Trust
Ontario, Canada
$254K -$87.8K -2,914 -27%
FIA
160
Foundations Investment Advisors
Arizona
$245K -$633 -21 -0.3%
JWCA
161
J.W. Cole Advisors
Florida
$243K -$10.2K -337 -4%
NED
162
Nancy E. Dempze
$237K +$219K +7,250 New
WTA
163
Washington Trust Advisors
Massachusetts
$235K
P
164
&Partners
Tennessee
$229K +$212K +7,029 New
ADBIC
165
A.D. Beadell Investment Counsel
Wisconsin
$221K +$205K +6,788 New
BRWA
166
B. Riley Wealth Advisors
Florida
$219K +$208K +6,910 New
CI
167
Corient IA
Florida
$218K -$25K -830 -11%
KIA
168
KCM Investment Advisors
California
$217K +$200K +6,649 New
IMC Chicago
169
IMC Chicago
Illinois
$215K +$199K +6,587 New
CWM
170
Cornerstone Wealth Management
Missouri
$214K +$198K +6,552 New
CPIG
171
Chicago Partners Investment Group
Illinois
$213K +$194K +6,421 New
ITIM
172
Indiana Trust & Investment Management
Indiana
$209K
VFA
173
Voya Financial Advisors
Connecticut
$206K +$195K +6,477 New
Lido Advisors
174
Lido Advisors
California
$204K +$189K +6,260 New
CCM
175
Chilton Capital Management
Texas
$192K