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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
CCM
301
Canal Capital Management
Virginia
$4.16M +$301K +6,798 +7%
PIC
302
PCJ Investment Counsel
Ontario, Canada
$4.09M -$10.3M -233,070 -70%
KJHP
303
K.J. Harrison & Partners
Ontario, Canada
$4.08M -$60.8K -1,371 -1%
CFO
304
Callan Family Office
Pennsylvania
$4.04M +$3.7M +83,453 +508%
BFC
305
Blue Fin Capital
Rhode Island
$3.93M -$271K -6,106 -6%
WA
306
Whitebox Advisors
Minnesota
$3.9M +$4.27M +96,265 New
GWMI
307
Guardian Wealth Management (Illinois)
Illinois
$3.75M +$45.2K +1,020 +1%
WJWM
308
Williams Jones Wealth Management
New York
$3.7M +$148K +3,330 +4%
PGCM
309
Prescott Group Capital Management
Oklahoma
$3.64M
GF
310
Gabelli Funds
New York
$3.63M
MBI
311
Montrusco Bolton Investments
Quebec, Canada
$3.57M +$177 +4 +0%
EP
312
EPIQ Partners
Minnesota
$3.5M +$164K +3,701 +4%
DKCM
313
Davidson Kahn Capital Management
California
$3.5M +$7.13K +161 +0.2%
CAM
314
Cresset Asset Management
Illinois
$3.45M +$153K +3,459 +4%
RL
315
Ruffer LLP
United Kingdom
$3.44M
CC
316
Chicago Capital
Illinois
$3.43M
MIM
317
Manitou Investment Management
Ontario, Canada
$3.42M +$4.3K +97 +0.1%
SMI
318
Shelter Mutual Insurance
Missouri
$3.41M
Janney Montgomery Scott
319
Janney Montgomery Scott
Pennsylvania
$3.38M -$195K -4,408 -5%
SG Americas Securities
320
SG Americas Securities
New York
$3.38M +$3.53M +79,737 +2,113%
P
321
&Partners
Tennessee
$3.35M -$118K -2,660 -3%
N
322
Nuveen
North Carolina
$3.31M +$3.62M +81,723 New
SWP
323
Strategic Wealth Partners
Ohio
$3.26M -$480K -10,839 -12%
HFS
324
Hantz Financial Services
Michigan
$3.24M +$1.68M +37,948 +90%
Allianz Asset Management
325
Allianz Asset Management
Germany
$3.24M +$386K +8,705 +12%