We are live on ! Find out more
BN icon

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
IA
551
Integrity Alliance
Iowa
$484K -$10.8K -243 -2%
VA
552
Vident Advisory
Georgia
$482K -$45.9K -1,035 -8%
FA
553
Fortis Advisors
Pennsylvania
$480K
DWM
554
Diversify Wealth Management
Utah
$471K +$225K +5,071 +87%
MFG
555
Merit Financial Group
Georgia
$466K +$197K +4,451 +63%
CPBTD
556
Central Pacific Bank - Trust Division
Hawaii
$465K +$133K +3,000 +35%
GCM
557
Genus Capital Management
British Columbia, Canada
$465K +$99.6K +2,247 +24%
COFSG
558
Carbahal Olsen Financial Services Group
California
$463K
RWS
559
Rochester Wealth Strategies
Michigan
$461K
EI
560
EFG International
$458K
IB
561
Intrust Bank
Kansas
$457K -$1.15K -26 -0.2%
MWM
562
Modern Wealth Management
Kansas
$456K -$27.6K -623 -5%
ACM
563
Advisors Capital Management
New Jersey
$450K -$1.33K -30 -0.3%
BWP
564
Burling Wealth Partners
Illinois
$448K -$15.1K -340 -3%
SRL
565
Scientech Research LLC
New Jersey
$448K +$111K +2,497 +29%
JWCA
566
J.W. Cole Advisors
Florida
$447K +$177 +4 +0%
LPT
567
Legacy Private Trust
Wisconsin
$447K
CP
568
CenterBook Partners
Connecticut
$445K -$78K -1,759 -14%
CSI
569
Cross Staff Investments
New York
$443K
WSCM
570
Wellington Shields Capital Management
New York
$441K
FVWA
571
Foster Victor Wealth Advisors
South Carolina
$439K +$46.8K +1,056 +12%
TF
572
Tenon Financial
New Jersey
$438K
AMPWP
573
Alvarez & Marsal Private Wealth Partners
Florida
$434K +$475K +10,723 New
PFS
574
Prospera Financial Services
Texas
$434K -$44.9K -1,013 -9%
GT
575
Greenleaf Trust
Michigan
$431K +$69.6K +1,570 +17%