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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
LHEI
801
Leo H. Evart Inc
California
$39.3K +$43K +970 New
AF
802
Advisornet Financial
Minnesota
$39K
PTC
803
Private Trust Company
Ohio
$38.8K -$842 -19 -2%
DAM
804
Delta Asset Management
Tennessee
$37.8K
QT
805
Quantbot Technologies
New York
$34.9K +$38.2K +862 New
DJSG
806
D.J. St. Germain
Massachusetts
$32.8K
EF
807
Entrust Financial
Pennsylvania
$31.1K
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.1K -$74.5K -1,681 -69%
NECFA
809
New England Capital Financial Advisors
Connecticut
$30.5K +$44 +1 +0.1%
CFO
810
CVA Family Office
Colorado
$30.3K +$14.5K +328 +78%
HNB
811
Hilltop National Bank
Wyoming
$29.3K
T2I
812
Turim 21 Investimentos
Brazil
$29.1K +$27.5K +620 New
FCAS
813
First Command Advisory Services
Texas
$27.5K +$30.2K +681 New
TC
814
Truvestments Capital
Florida
$25.9K
BCA
815
Bitterroot Capital Advisors
Montana
$24.3K +$26.6K +600 New
TPWA
816
Twin Peaks Wealth Advisors
California
$23.9K +$26.1K +590 New
BTI
817
Blue Trust Inc
Georgia
$23.8K +$886 +20 +4%
WPWM
818
Western Pacific Wealth Management
Illinois
$23.7K
SIS
819
Sound Income Strategies
Florida
$22.6K +$2.44K +55 +11%
MA
820
MCF Advisors
Kentucky
$22.5K
CTA
821
Colonial Trust Advisors
South Carolina
$22.3K
OC
822
Oakworth Capital
Alabama
$21.9K
Acadian Asset Management
823
Acadian Asset Management
Massachusetts
$21K -$2.63M -59,250 -99%
FGA
824
Fortis Group Advisors
New Jersey
$20.4K
MSG
825
Main Street Group
Virginia
$20.2K +$22.2K +500 New