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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
GBT
851
Grove Bank & Trust
Florida
$12.4K
TCM
852
Tradewinds Capital Management
Washington
$12.1K
CT
853
Caldwell Trust
Florida
$11.7K
VWA
854
VSM Wealth Advisory
Maryland
$11.7K
B
855
Birchbrook
Maine
$11.1K
VCM
856
Versant Capital Management
Arizona
$11K -$24K -541 -67%
RF
857
Rossby Financial
Florida
$10.9K +$8.69K +196 +276%
HFS
858
Hughes Financial Services
Virginia
$10.7K
WSC
859
Wellington Shields & Co
New York
$10.7K
RFP
860
Root Financial Partners
California
$10.6K +$620 +14 +6%
NSIM
861
North Star Investment Management
Illinois
$10.2K
DF
862
Dunhill Financial
United Kingdom
$9.71K
CH
863
CDKV Holdings
Colorado
$9.11K
SA
864
SRH Advisors
Kansas
$7.69K -$1.51K -34 -15%
TWD
865
True Wealth Design
Ohio
$7.33K +$5.67K +128 +242%
SI
866
Sapience Investments
California
$7.33K +$8.02K +181 New
FPB
867
First PREMIER Bank
South Dakota
$7K
FC
868
Financial Consulate
Maryland
$6.68K +$7.05K +159 +2,650%
ZBNA
869
Zions Bancorporation, National Association
Utah
$6.47K
IW
870
Imprint Wealth
South Carolina
$6.11K
KFAS
871
Keating Financial Advisory Services
Kansas
$5.95K +$6.51K +147 New
RIL
872
Rothschild Investment LLC
Illinois
$5.82K +$6.38K +144 New
FUBT
873
First United Bank & Trust
Maryland
$5.71K -$5.72K -129 -48%
TF
874
Tompkins Financial
New York
$5.63K +$6.16K +139 New
JWM
875
JPL Wealth Management
Colorado
$5.59K +$6.12K +138 New