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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
OAM
751
Occidental Asset Management
California
$200K -$17K -384 -7%
PAI
752
Pittenger & Anderson Inc
Nebraska
$197K +$6.21K +140 +3%
PIM
753
Plato Investment Management
Australia
$192K +$22.2K +502 +12%
PPC
754
Park Place Capital
Alabama
$190K
PA
755
Parallel Advisors
California
$182K +$6.96K +157 +4%
RBC
756
Roble Belko & Company
Pennsylvania
$182K
SS
757
SBI Securities
Japan
$178K -$26.1K -589 -12%
FAMI
758
Fideuram Asset Management (Ireland)
$167K +$116K +2,628 New
PGAM
759
Princeton Global Asset Management
New Jersey
$161K +$133 +3 +0.1%
DFA
760
DHJJ Financial Advisors
Illinois
$151K
MHIP
761
Mountain Hill Investment Partners
New Jersey
$145K
OWA
762
Opal Wealth Advisors
New York
$144K +$158K +3,569 New
MPWT
763
MassMutual Private Wealth & Trust
Connecticut
$138K -$39K -880 -20%
IRAG
764
Investment Research & Advisory Group
Georgia
$137K
LFG
765
Larson Financial Group
Missouri
$127K +$34.2K +772 +32%
IA
766
IFG Advisory
Georgia
$127K -$210K -4,739 -60%
AssetMark Inc
767
AssetMark Inc
California
$126K +$75.6K +1,705 +121%
MAM
768
Morse Asset Management
Connecticut
$109K
UBP
769
Union Bancaire Privee
Switzerland
$103K
CF
770
Centaurus Financial
California
$102K
MHR
771
Matthew Hamilton Rosenberg
$93.6K
CB
772
Community Bank
New York
$92.8K
TPCW
773
TD Private Client Wealth
New York
$87.3K -$210K -4,748 -69%
HI
774
Harbour Investments
Wisconsin
$85.8K -$166K -3,752 -64%
CT
775
Coastline Trust
Rhode Island
$85K