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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
TSMHT
876
Thurston Springer Miller Herd & Titak
Indiana
$5.46K -$576 -13 -9%
PCM
877
Penserra Capital Management
California
$5K
MO
878
McMillan Office
Michigan
$4.82K
MWA
879
Merkkuri Wealth Advisors
New York
$4.59K +$5.01K +113 New
MTIC
880
Missouri Trust & Investment Company
Missouri
$4.53K
CMA
881
Cedar Mountain Advisors
Oregon
$4.33K -$8.42K -190 -64%
NFSG
882
Newbridge Financial Services Group
Florida
$4.25K
AWA
883
Acumen Wealth Advisors
Tennessee
$3.93K
ADL
884
Asset Dedication LLC
California
$3.93K
BLC
885
Brown, Lisle/Cummings
Rhode Island
$3.44K +$3.77K +85 New
MG
886
Mather Group
Illinois
$3.44K +$3.77K +85 New
MSFP
887
Mark Sheptoff Financial Planning
Connecticut
$3.31K
MCM
888
MV Capital Management
Maryland
$3.28K +$2.48K +56 +224%
TFA
889
Transamerica Financial Advisors
Florida
$3.24K +$3.55K +80 New
SFS
890
Sunrise Financial Services
Washington
$3.04K
CFD
891
Creative Financial Designs
Indiana
$2.75K -$1.02K -23 -25%
IWS
892
Intentional Wealth Strategies
Colorado
$2.51K +$2.75K +62 New
TCM
893
Triumph Capital Management
Colorado
$2.1K +$1.82K +41 +373%
PWMG
894
Private Wealth Management Group
New Jersey
$2.08K
BIA
895
Bell Investment Advisors
California
$1.86K
CFM
896
Cornerstone Financial Management
Massachusetts
$1.86K
ACA
897
American Capital Advisory
Idaho
$1.82K
APW
898
Aventura Private Wealth
Florida
$1.7K
MWM
899
Mosley Wealth Management
California
$1.51K +$975 +22 New
DCM
900
Dorato Capital Management
Colorado
$1.26K