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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
BFP
626
Beacon Financial Planning
Massachusetts
$351K +$384K +8,662 New
IFWM
627
Institute for Wealth Management
Colorado
$350K +$28.5K +644 +8%
VSQM
628
V-Square Quantitative Management
Illinois
$350K
WA
629
Westfuller Advisors
New York
$350K
UB
630
UMB Bank
Missouri
$350K -$59.4K -1,341 -13%
EGM
631
Engineers Gate Manager
New York
$349K -$43.8K -989 -10%
LGF
632
LGT Group Foundation
Liechtenstein
$349K
LFA
633
Legacy Financial Advisors
Kentucky
$348K +$21.3K +480 +6%
TPI
634
Trust Point Inc
Wisconsin
$347K +$380K +8,578 New
HPC
635
HM Payson & Co
Maine
$345K +$29.6K +668 +9%
EWM
636
Elevatus Welath Management
New York
$344K +$5.72K +129 +2%
MLL
637
Moody Lynn & Lieberson
Massachusetts
$340K +$33.2K +750 +10%
MIF
638
Mediolanum International Funds
Ireland
$340K -$208K -4,699 -35%
GPA
639
Guerra Pan Advisors
New Jersey
$339K
IAA
640
Independent Advisor Alliance
North Carolina
$337K -$291K -6,562 -44%
ANTB
641
AMG National Trust Bank
Colorado
$335K -$21.4K -483 -6%
ACGA
642
Atlanta Consulting Group Advisors
Georgia
$335K
ESB
643
Essex Savings Bank
Connecticut
$335K
GI
644
GAMMA Investing
California
$332K +$17.7K +400 +5%
WAM
645
Walker Asset Management
Missouri
$330K
DWT
646
Dorsey & Whitney Trust
South Dakota
$329K +$15.3K +345 +4%
KCM
647
Kathmere Capital Management
Pennsylvania
$328K +$532 +12 +0.1%
WIA
648
World Investment Advisors
California
$325K +$135K +3,050 +61%
VFA
649
Voya Financial Advisors
Connecticut
$322K -$39.3K -887 -10%
FM
650
Family Management
New York
$321K