We are live on ! Find out more
BN icon

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
JPWM
326
Jamison Private Wealth Management
Georgia
$3.14M +$4.52K +102 +0.1%
JHCP
327
Jackson Hole Capital Partners
Oklahoma
$3.14M +$18.7K +421 +0.5%
SLT
328
St Louis Trust
Missouri
$3.11M
Ensign Peak Advisors
329
Ensign Peak Advisors
Utah
$3.1M -$563K -12,700 -14%
TVPW
330
Third View Private Wealth
Connecticut
$3.09M +$185K +4,179 +6%
TAM
331
Tocqueville Asset Management
New York
$3.08M -$82K -1,850 -2%
RWM
332
Ritholtz Wealth Management
New York
$3.07M +$168K +3,797 +5%
SPIA
333
Steward Partners Investment Advisory
New York
$3.07M -$4.39K -99 -0.1%
GIA
334
Gateway Investment Advisers
Ohio
$3.06M -$3.74M -84,450 -53%
CLA
335
Carnegie Lake Advisors
New Jersey
$3.04M
SWM
336
Salvus Wealth Management
New Jersey
$3.02M +$634K +14,311 +24%
BFA
337
Buttonwood Financial Advisors
Maryland
$3M +$28.5K +642 +0.9%
AIM
338
Allen Investment Management
New York
$3M +$40.6K +915 +1%
N
339
Natixis
France
$2.95M -$127K -2,861 -4%
CCP
340
Carmel Capital Partners
California
$2.93M +$160K +3,607 +5%
BPC
341
Banque Pictet & Cie
Switzerland
$2.88M +$3.16M +71,222 New
NIM
342
Needham Investment Management
New York
$2.81M
VPIM
343
Vanguard Personalized Indexing Management
California
$2.75M -$304K -6,854 -9%
THCM
344
Taylor Hoffman Capital Management
Virginia
$2.75M -$68.2K -1,539 -2%
HP
345
Havemeyer Place
Connecticut
$2.74M +$1.82M +41,176 +155%
CFM
346
Capricorn Fund Managers
United Kingdom
$2.73M +$1.75M +39,388 +140%
Wealth Enhancement Advisory Services
347
Wealth Enhancement Advisory Services
Minnesota
$2.73M -$2.66M -60,007 -47%
AA
348
Ancora Advisors
Ohio
$2.72M +$42.4K +957 +1%
EPM
349
Elm Partners Management
Pennsylvania
$2.7M
HTI
350
Hikari Tsushin Inc
Japan
$2.66M