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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 87 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

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

1.75% less ownership

Funds ownership: 62.09%60.34% (-1.7%)

2% less funds holding

Funds holding: 936913 (-23)

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
-23
Holders Change %
-2.46%
% 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
87
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
AG
376
AIA Group
Hong Kong
$2.04M -$969K -21,875 -30%
AWM
377
Apollon Wealth Management
South Carolina
$2.04M -$37.5K -846 -2%
WHC
378
Wulff, Hansen & Co
California
$1.99M
LIM
379
Leavell Investment Management
Alabama
$1.99M
KWM
380
Koa Wealth Management
California
$1.98M +$9.62K +217 +0.4%
RG
381
Rathbones Group
United Kingdom
$1.96M +$112K +2,518 +5%
QCG
382
Quadrant Capital Group
Ohio
$1.95M -$512K -11,554 -19%
SDWMA
383
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.95M
VWM
384
Venturi Wealth Management
Texas
$1.95M +$158K +3,557 +8%
NFA
385
Northwest Financial Advisors
Virginia
$1.9M -$34.6K -780 -2%
CRC
386
Curi RMB Capital
Illinois
$1.88M +$79.8K +1,801 +4%
BDFN
387
Bond & Devick Financial Network
Minnesota
$1.87M +$2.05M +46,200 New
AI
388
Atria Investments
North Carolina
$1.87M -$326K -7,353 -14%
HCP
389
Holt Capital Partners
Texas
$1.86M
SF
390
Summit Financial
New Jersey
$1.85M +$55.1K +1,244 +3%
WA
391
Waverly Advisors
Alabama
$1.85M -$8.69K -196 -0.4%
NA
392
NewEdge Advisors
Louisiana
$1.84M -$186K -4,205 -8%
GAM
393
Gotham Asset Management
New York
$1.82M -$395K -8,908 -17%
RI
394
Rinkey Investments
California
$1.81M
UIC
395
Uniplan Investment Counsel
Wisconsin
$1.79M +$1.04M +23,533 +140%
SSA
396
Schonfeld Strategic Advisors
New York
$1.79M +$1.96M +44,303 New
Mercer Global Advisors
397
Mercer Global Advisors
Colorado
$1.77M +$24.2K +545 +1%
IC
398
IEQ Capital
California
$1.75M +$186K +4,200 +11%
WC
399
Whitney & Co
New York
$1.74M +$261K +5,887 +16%
VT
400
Vise Technologies
New York
$1.71M