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Brookfield

914 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: 936914 (-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
914
Holders Change
-22
Holders Change %
-2.35%
% of All Funds
11.26%
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
AF
476
Allworth Financial
California
$828K -$8.11K -183 -0.9%
SC
477
Syon Capital
California
$807K -$57K -1,285 -6%
NW
478
NewEdge Wealth
Pennsylvania
$803K -$193K -4,360 -18%
CWG
479
C WorldWide Group
Denmark
$790K
MGWM
480
Marks Group Wealth Management
Minnesota
$785K
LC
481
Lincoln Capital
Nebraska
$777K -$32.3K -729 -4%
FFA
482
Farther Finance Advisors
California
$766K +$111K +2,505 +15%
OCA
483
OpenArc Corporate Advisory
Georgia
$761K +$115K +2,604 +16%
DWAM
484
Duncan Williams Asset Management
Tennessee
$746K -$74.8K -1,687 -8%
LAM
485
Lakewood Asset Management
Illinois
$743K
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$739K
AWA
487
Arkadios Wealth Advisors
Georgia
$737K +$105K +2,368 +15%
AT
488
Avalon Trust
New Mexico
$728K -$133K -3,000 -14%
OCM
489
One Capital Management
California
$721K +$83K +1,873 +12%
SAM
490
Stansberry Asset Management
Texas
$715K
YCM
491
Yousif Capital Management
Michigan
$713K
CA
492
Clearstead Advisors
Ohio
$710K +$314K +7,081 +68%
USCWA
493
U.S. Capital Wealth Advisors
Texas
$699K +$182K +4,099 +31%
FC
494
FORA Capital
Florida
$692K +$757K +17,089 New
TCM
495
Tuttle Capital Management
Connecticut
$681K
WPP
496
Whalerock Point Partners
Rhode Island
$669K +$188K +4,247 +35%
AIM
497
Aigen Investment Management
New York
$667K +$481K +10,849 +332%
SCM
498
SKBA Capital Management
California
$666K -$16.6K -374 -2%
BIG
499
Brooklyn Investment Group
New York
$666K +$127K +2,861 +21%
FPF
500
First Pacific Financial
Washington
$665K -$22.9K -517 -3%