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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
BFP
626
Beacon Financial Planning
Massachusetts
$351K
IFWM
627
Institute for Wealth Management
Colorado
$350K
VSQM
628
V-Square Quantitative Management
Illinois
$350K
WA
629
Westfuller Advisors
New York
$350K
UB
630
UMB Bank
Missouri
$350K
EGM
631
Engineers Gate Manager
New York
$349K
LGF
632
LGT Group Foundation
Liechtenstein
$349K
LFA
633
Legacy Financial Advisors
Kentucky
$348K
TPI
634
Trust Point Inc
Wisconsin
$347K
HPC
635
HM Payson & Co
Maine
$345K
EWM
636
Elevatus Welath Management
New York
$344K
MLL
637
Moody Lynn & Lieberson
Massachusetts
$340K
MIF
638
Mediolanum International Funds
Ireland
$340K
GPA
639
Guerra Pan Advisors
New Jersey
$339K
IAA
640
Independent Advisor Alliance
North Carolina
$337K
ANTB
641
AMG National Trust Bank
Colorado
$335K
ACGA
642
Atlanta Consulting Group Advisors
Georgia
$335K
ESB
643
Essex Savings Bank
Connecticut
$335K
GI
644
GAMMA Investing
California
$332K
WAM
645
Walker Asset Management
Missouri
$330K
DWT
646
Dorsey & Whitney Trust
South Dakota
$329K
KCM
647
Kathmere Capital Management
Pennsylvania
$328K
WIA
648
World Investment Advisors
California
$325K
VFA
649
Voya Financial Advisors
Connecticut
$322K
FM
650
Family Management
New York
$321K