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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
Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$164M
Puts
$57.1M
Net Calls
Net Calls Change

Top Buyers

1 +$794M
2 +$584M
3 +$336M
4
Jane Street
Jane Street
New York
+$175M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$158M

Top Sellers

1 -$741M
2 -$435M
3 -$331M
4
TP
Third Point
New York
-$285M
5
SCP
Soroban Capital Partners
New York
-$263M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
451
Robertson Stephens Wealth Management
California
$995K
SI
452
Sava Infond
Slovenia
$991K
CT
453
Clearstead Trust
Maine
$976K
UCFA
454
United Capital Financial Advisors
Texas
$964K
AWM
455
Avior Wealth Management
Nebraska
$943K
GWM
456
Geneos Wealth Management
Colorado
$935K
SFFS
457
Stonehage Fleming Financial Services
Jersey
$935K
DA
458
Denali Advisors
California
$926K
PAG
459
Private Advisor Group
New Jersey
$920K
CAG
460
Crestwood Advisors Group
Massachusetts
$920K
AC
461
Avenir Corporation
Virginia
$911K
SWP
462
Stratos Wealth Partners
Ohio
$899K
KAS
463
Kestra Advisory Services
Texas
$890K
Fisher Asset Management
464
Fisher Asset Management
Washington
$888K
GT
465
Glenmede Trust
Pennsylvania
$882K
TC
466
TwinBeech Capital
New York
$869K
FPAS
467
Focus Partners Advisor Solutions
Missouri
$868K
CA
468
Cornerstone Advisory
Maryland
$865K
PM
469
Pembroke Management
Quebec, Canada
$863K
S
470
SignatureFD
Georgia
$862K
TWIM
471
TIAA Wealth Investment Management
New York
$856K
LSA
472
Leonteq Securities AG
Switzerland
$855K
BBVA
473
Banco Bilbao Vizcaya Argentaria
Spain
$850K
MYIA
474
Mount Yale Investment Advisors
Colorado
$845K
WANY
475
Wealthspire Advisors (New York)
New York
$834K