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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
BPA
276
Beacon Pointe Advisors
California
$5.4M +$3.67M +82,726 +163%
MGIA
277
Moneta Group Investment Advisors
Missouri
$5.34M -$15K -339 -0.3%
BAM
278
Burkett Asset Management
$5.17M +$538K +12,139 +10%
Ohio Public Employees Retirement System (OPERS)
279
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.17M -$4.56M -102,872 -45%
CCIA
280
Campbell & Co Investment Adviser
Maryland
$5.04M +$4.15M +93,531 +303%
CCG
281
Cloverfields Capital Group
Minnesota
$5.03M +$5.51M +124,362 New
SCP
282
Stamos Capital Partners
California
$4.99M +$1.93M +43,559 +55%
ACM
283
Aquatic Capital Management
Illinois
$4.95M +$5.42M +122,351 New
Capital Fund Management (CFM)
284
Capital Fund Management (CFM)
France
$4.95M +$294K +6,624 +6%
Commonwealth Equity Services
285
Commonwealth Equity Services
Massachusetts
$4.9M -$14.5M -327,075 -73%
XT
286
XTX Topco
Cayman Islands
$4.9M +$4.69M +105,786 +691%
Osaic Holdings
287
Osaic Holdings
Arizona
$4.89M -$1.81M -40,827 -25%
PFPG
288
Pinnacle Financial Partners (Georgia)
Georgia
$4.75M -$47.5K -1,071 -0.9%
American Century Companies
289
American Century Companies
Missouri
$4.72M +$453K +10,221 +10%
MCRM
290
Midway Capital Research & Management
Illinois
$4.71M +$35.3K +797 +0.7%
OIMU
291
Osmosis Investment Management UK
United Kingdom
$4.7M +$1.55M +35,033 +43%
NSUP
292
NLB Skladi upravljanje premozenja
$4.66M +$355K +8,000 +7%
PIC
293
Portland Investment Counsel
Ontario, Canada
$4.56M +$307K +6,935 +7%
KPWS
294
Kestra Private Wealth Services
Texas
$4.54M -$195K -4,394 -4%
WW
295
Waterfront Wealth
Kansas
$4.48M -$17.4K -392 -0.4%
RC
296
Roundview Capital
New Jersey
$4.34M +$21.4K +482 +0.5%
IMPI
297
Ilmarinen Mutual Pension Insurance
Finland
$4.31M
OC
298
Oppenheimer & Co
New York
$4.29M -$103K -2,319 -2%
SFS
299
Sowell Financial Services
Arkansas
$4.23M +$2.11M +47,681 +84%
OC
300
Opal Capital
Florida
$4.18M +$4.38M +98,820 +2,168%