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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
LSWM
251
Lorne Steinberg Wealth Management
Canada
$6.52M +$83.2K +1,877 +1%
HF
252
HRT Financial
New York
$6.45M +$4.77M +107,551 +208%
GIBU
253
Gulf International Bank (UK)
United Kingdom
$6.44M +$2.55M +57,630 +57%
State of New Jersey Common Pension Fund D
254
State of New Jersey Common Pension Fund D
New Jersey
$6.42M
FFA
255
First Foundation Advisors
California
$6.41M -$489K -11,028 -7%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$6.41M +$581K +13,107 +9%
BBP
257
Banco BTG Pactual
Brazil
$6.36M +$5.36M +120,864 +332%
DR
258
Davis Rea
Ontario, Canada
$6.32M +$142K +3,199 +2%
SM
259
Sciencast Management
New Jersey
$6.31M +$6.92M +156,035 New
HWM
260
HB Wealth Management
Georgia
$6.31M +$5.67K +128 +0.1%
TSWM
261
Triangle Securities Wealth Management
North Carolina
$6.26M +$247K +5,579 +4%
LKIM
262
Lawson Kroeker Investment Management
Nebraska
$6.16M -$29.9K -675 -0.4%
GIM
263
Gold Investment Management
Alberta, Canada
$6.16M +$79.9K +1,802 +1%
US Bancorp
264
US Bancorp
Minnesota
$6.07M +$2.4M +54,243 +57%
LDB
265
Lee, Danner & Bass
Tennessee
$6.03M
QC
266
Quadrature Capital
United Kingdom
$5.91M +$5.08M +114,600 +361%
CII
267
Capital International Inc
California
$5.84M -$737K -16,620 -10%
BCM
268
BTC Capital Management
Iowa
$5.76M +$280K +6,329 +5%
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$5.71M -$679K -15,314 -10%
WP
270
Walleye Partners
Wisconsin
$5.63M +$9.44K +213 +0.2%
OAM
271
Oppenheimer Asset Management
New York
$5.61M -$92.1K -2,078 -1%
PS
272
Principal Securities
Iowa
$5.55M +$314K +7,074 +5%
Thrivent Financial for Lutherans
273
Thrivent Financial for Lutherans
Minnesota
$5.54M +$5.86M +132,181 +2,657%
AG
274
ASO Group
$5.49M
AP
275
Archon Partners
New Jersey
$5.46M +$5.98M +135,000 New