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Brookfield

913 hedge funds and large institutions have $59.9B invested in Brookfield in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 324 increasing their positions, 291 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $164M | Put options by funds: $57.1M

11% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 291

8% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 96

1.75% less ownership

Funds ownership: 62.09%60.34% (-1.7%)

2% less funds holding

Funds holding: 935913 (-22)

15% less capital invested

Capital invested by funds: $70.8B → $59.9B (-$10.9B)

22% less funds holding in top 10

Funds holding in top 10: 7962 (-17)

Holders
913
Holders Change
-22
Holders Change %
-2.35%
% of All Funds
11.25%
Holding in Top 10
62
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-21.52%
% of All Funds
0.76%
New
88
Increased
324
Reduced
291
Closed
96
Calls
$164M
Puts
$57.1M
Net Calls
+$107M
Net Calls Change
+$83.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NPT
226
National Philanthropic Trust
Pennsylvania
$8.84M
Millennium Management
227
Millennium Management
New York
$8.47M +$1.17M +26,447 +14%
GWM
228
Graybill Wealth Management
Illinois
$8.37M +$399K +9,013 +5%
PUI
229
Purpose Unlimited Inc
$8.35M -$5.62M -126,707 -38%
Man Group
230
Man Group
United Kingdom
$8.2M +$8.06M +181,752 +874%
MG
231
Marex Group
$8.15M +$102K +2,302 +1%
AUB
232
Atlantic Union Bankshares
Virginia
$8.13M -$535K -12,080 -6%
WPW
233
Warther Private Wealth
Ohio
$8.08M +$8.85M +199,600 New
CANC
234
Culbertson A N & Co
Virginia
$8.04M +$1.6M +36,156 +22%
William Blair & Company
235
William Blair & Company
Illinois
$8.03M +$25.5K +576 +0.3%
TYCC
236
Texas Yale Capital Corp
Florida
$7.53M -$46.5K -1,050 -0.6%
VCM
237
Voleon Capital Management
California
$7.45M +$4.23M +95,342 +107%
IIM
238
INTECH Investment Management
Florida
$7.41M +$5.18M +116,942 +176%
GAM
239
Generali Asset Management
Italy
$7.29M +$1.15M +26,015 +25%
ET
240
Entropy Technologies
New York
$7.29M +$7.98M +180,092 New
TC
241
Tacita Capital
Ontario, Canada
$7.27M +$85.8K +1,937 +1%
BNP Paribas Asset Management
242
BNP Paribas Asset Management
France
$7.16M +$1.43M +32,338 +22%
Truist Financial
243
Truist Financial
North Carolina
$7.16M -$4.96K -112 -0.1%
AF
244
Avanza Fonder
Sweden
$7.15M
BSCCG
245
Blue Sky Capital Consultants Group
California
$7.1M -$191K -4,306 -2%
KHCM
246
Kirtland Hills Capital Management
Ohio
$7.09M -$214K -4,830 -3%
PP
247
Pacifica Partners
Canada
$6.92M +$654K +14,754 +9%
LD
248
Lipe & Dalton
New York
$6.83M -$15.5K -350 -0.2%
AQR Capital Management
249
AQR Capital Management
Connecticut
$6.82M +$862K +19,451 +13%
CI
250
Capital International
California
$6.76M