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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

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

8% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 96

1.75% less ownership

Funds ownership: 62.09%60.34% (-1.7%)

2% less funds holding

Funds holding: 935913 (-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
913
Holders Change
-22
Holders Change %
-2.35%
% 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
88
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
SAM
776
Smartleaf Asset Management
Massachusetts
$83.8K -$7.27K -164 -7%
CSPIA
777
Cary Street Partners Investment Advisory
Virginia
$83.7K +$29.5K +665 +47%
Nisa Investment Advisors
778
Nisa Investment Advisors
Missouri
$79.8K +$1.55K +35 +2%
CTC
779
Central Trust Company
Missouri
$74.5K +$5.98K +135 +8%
PFBT
780
Parkside Financial Bank & Trust
Missouri
$73.4K
TFIPS
781
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.8K +$26.6K +600 +50%
JFG
782
Jefferies Financial Group
New York
$71.8K -$49.5M -1,117,226 -100%
T
783
TOBAM
France
$71K +$43.9K +991 +371%
PEAK6
784
PEAK6
Illinois
$64.9K +$71.1K +1,604 New
FHC
785
First Horizon Corporation
Tennessee
$62.9K +$28.6K +645 +71%
AGA
786
Arkos Global Advisors
Texas
$62K +$68.3K +1,541 New
AFG
787
Albion Financial Group
Utah
$60.7K
MB
788
MidFirst Bank
Oklahoma
$58.6K +$64.2K +1,449 New
PWPS
789
Pinnacle Wealth Planning Services
Ohio
$54.4K +$8.73K +197 +17%
ACA
790
Atlas Capital Advisors
Wyoming
$53.1K +$58.1K +1,312 New
PB
791
Pinnacle Bancorp
Nebraska
$52.9K -$709 -16 -1%
PWMG
792
Prestige Wealth Management Group
New Jersey
$52.5K
Fifth Third Bancorp
793
Fifth Third Bancorp
Ohio
$50.5K -$50.5K -1,140 -48%
FGAM
794
Financial Gravity Asset Management
Texas
$50.4K
AGWCA
795
Annis Gardner Whiting Capital Advisors
Florida
$49.7K +$36.5K +824 +203%
BCM
796
Boreal Capital Management
Florida
$48.6K
HIIFS
797
Harel Insurance Investments & Financial Services
Israel
$42K
SA
798
Seneschal Advisors
Washington
$41K
IA
799
IFP Advisors
Florida
$39.9K -$80.8K -1,822 -65%
HWA
800
HHM Wealth Advisors
Tennessee
$39.8K