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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 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: 936913 (-23)

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
913
Holders Change
-23
Holders Change %
-2.46%
% of All Funds
11.25%
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
WMS
726
Wealth Management Strategies
Pennsylvania
$217K
GIA
727
GHP Investment Advisors
Colorado
$217K +$238K +5,362 New
PWP
728
Principle Wealth Partners
Connecticut
$216K
WBCM
729
Wilson & Boucher Capital Management
California
$215K
POIA
730
Pin Oak Investment Advisors
Texas
$215K
IFG
731
Independent Financial Group
California
$215K +$32.4K +731 +16%
PVI
732
Pine Valley Investments
New Jersey
$213K -$8.86K -200 -4%
NCM
733
Northside Capital Management
Oregon
$212K
BT
734
Banque Transatlantique
France
$212K +$234K +5,277 New
EL
735
EWA LLC
Pennsylvania
$212K +$21K +474 +10%
GC
736
Grimes & Company
Massachusetts
$211K +$1.33K +30 +0.6%
5NPW
737
55 North Private Wealth
Florida
$211K +$231K +5,212 New
CH
738
Cromwell Holdings
Wyoming
$211K
JSSH
739
J. Safra Sarasin Holding
$209K +$1.24K +28 +0.5%
SOW
740
State of Wyoming
Wyoming
$208K +$12.9K +290 +6%
BWA
741
Basecamp Wealth Advisors
Washington
$207K
TSW
742
Thompson Siegel & Walmsley
Virginia
$205K
OFW
743
Omnia Family Wealth
Florida
$204K
EW
744
Evoke Wealth
California
$203K +$24.7K +558 +13%
DILIC
745
Dai-ichi Life Insurance Company
Japan
$202K -$177K -4,000 -44%
RWP
746
RWA Wealth Partners
Massachusetts
$202K
CCMG
747
Clark Capital Management Group
Pennsylvania
$202K +$9.75K +220 +5%
GSWM
748
Golden State Wealth Management
California
$201K +$266 +6 +0.1%
EWA
749
EverSource Wealth Advisors
Alabama
$201K -$798 -18 -0.4%
SWM
750
Shepherd Wealth Management
Ohio
$201K +$195K +4,405 New