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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
T. Rowe Price Associates
351
T. Rowe Price Associates
Maryland
$2.64M +$2.89M +65,188 New
CA
352
CSM Advisors
Pennsylvania
$2.63M +$2.88M +65,000 New
MOS
353
MGO One Seven
Ohio
$2.55M -$39.8K -898 -1%
ATS
354
Ashton Thomas Securities
New York
$2.55M -$948K -21,389 -25%
TW
355
TritonPoint Wealth
Maryland
$2.53M -$138K -3,125 -5%
TPM
356
Triasima Portfolio Management
Quebec, Canada
$2.52M -$14.9M -335,384 -84%
FT
357
Fiduciary Trust
Massachusetts
$2.52M -$255K -5,743 -8%
HA
358
Herold Advisors
New York
$2.51M
Assenagon Asset Management
359
Assenagon Asset Management
Luxembourg
$2.48M -$15.5K -350 -0.6%
CGH
360
Crossmark Global Holdings
Texas
$2.42M -$130K -2,931 -5%
SA
361
Sanctuary Advisors
Indiana
$2.35M -$782K -17,649 -23%
TCM
362
Tandem Capital Management
New Jersey
$2.28M -$8.2K -185 -0.3%
RIA
363
Rhodes Investment Advisors
Texas
$2.26M -$69.9K -1,578 -3%
BBHC
364
Brown Brothers Harriman & Co
New York
$2.26M -$6.91K -156 -0.3%
SIC
365
Sage Investment Counsel
Tennessee
$2.24M +$66K +1,490 +3%
UM
366
UniSuper Management
Australia
$2.23M
GC
367
GatePass Capital
Ohio
$2.2M +$2.06M +46,450 +581%
EHC
368
Everett Harris & Co
California
$2.2M
PAS
369
Park Avenue Securities
New York
$2.2M -$11.8K -267 -0.5%
VPI
370
Value Partners Investments
Manitoba, Canada
$2.19M +$137K +3,099 +6%
MGP
371
Metis Global Partners
California
$2.16M -$258K -5,831 -10%
CFG
372
Citizens Financial Group
Rhode Island
$2.14M -$13.7K -308 -0.6%
CPCM
373
Cardinal Point Capital Management
Ontario, Canada
$2.11M
RP
374
Ravenswood Partners
Virginia
$2.08M +$47.3K +1,067 +2%
RCM
375
Radnor Capital Management
Pennsylvania
$2.07M -$44.3K -1,000 -2%