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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
WMS
726
Wealth Management Strategies
Pennsylvania
$217K
GIA
727
GHP Investment Advisors
Colorado
$217K
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
PVI
732
Pine Valley Investments
New Jersey
$213K
NCM
733
Northside Capital Management
Oregon
$212K
BT
734
Banque Transatlantique
France
$212K
EL
735
EWA LLC
Pennsylvania
$212K
GC
736
Grimes & Company
Massachusetts
$211K
5NPW
737
55 North Private Wealth
Florida
$211K
CH
738
Cromwell Holdings
Wyoming
$211K
JSSH
739
J. Safra Sarasin Holding
$209K
SOW
740
State of Wyoming
Wyoming
$208K
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
DILIC
745
Dai-ichi Life Insurance Company
Japan
$202K
RWP
746
RWA Wealth Partners
Massachusetts
$202K
CCMG
747
Clark Capital Management Group
Pennsylvania
$202K
GSWM
748
Golden State Wealth Management
California
$201K
EWA
749
EverSource Wealth Advisors
Alabama
$201K
SWM
750
Shepherd Wealth Management
Ohio
$201K