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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
AV
401
ASR Vermogensbeheer
Netherlands
$1.69M -$39.9K -900 -2%
PCM
402
Parsons Capital Management
Rhode Island
$1.68M +$45.3K +1,023 +3%
CGIM
403
Capital Group Investment Management
Singapore
$1.64M
Group One Trading
404
Group One Trading
Illinois
$1.64M +$1.5M +33,803 +498%
CG
405
Caprock Group
Idaho
$1.57M +$381K +8,589 +28%
CB
406
Commerce Bank
Missouri
$1.57M +$1.16M +26,242 +209%
MIM
407
Moseley Investment Management
Florida
$1.57M
Lido Advisors
408
Lido Advisors
California
$1.53M +$608K +13,729 +57%
BPW
409
Bingham Private Wealth
California
$1.52M +$51.7K +1,166 +3%
IWC
410
Integrated Wealth Concepts
Massachusetts
$1.48M +$813K +18,336 +101%
BIM
411
Bridges Investment Management
Nebraska
$1.46M
CS
412
Candriam SCA
Luxembourg
$1.46M +$74K +1,670 +5%
Credit Agricole
413
Credit Agricole
France
$1.45M +$148K +3,343 +10%
PCM
414
PenderFund Capital Management
British Columbia, Canada
$1.44M -$465K -10,500 -23%
S
415
SimplyRich
California
$1.43M
STA
416
Summit Trail Advisors
New York
$1.43M +$213K +4,805 +16%
VAS
417
Vestmark Advisory Solutions
Massachusetts
$1.4M -$685K -15,449 -31%
LOAMS
418
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.4M -$349K -7,883 -19%
CSIC
419
Clifford Swan Investment Counsel
California
$1.39M -$57.6K -1,300 -4%
BCI
420
Brinker Capital Investments
Pennsylvania
$1.37M -$1.89M -42,583 -56%
GCP
421
GSA Capital Partners
United Kingdom
$1.36M +$1.27M +28,585 +567%
CL
422
Choreo LLC
Illinois
$1.35M +$118K +2,663 +9%
TRCT
423
Tower Research Capital (TRC)
New York
$1.35M +$1.07M +24,113 +261%
GCM
424
Greenland Capital Management
New York
$1.34M -$22.2K -500 -1%
GC
425
Gilbert & Cook
Iowa
$1.33M +$6.34K +143 +0.4%