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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: 934913 (-21)

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
-21
Holders Change %
-2.25%
% 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
X
976
Xponance
Pennsylvania
-$216K -4,705 Closed
CWA
977
Canvas Wealth Advisors
Kansas
-$215K -4,680 Closed
AMCA
978
Arthur M. Cohen & Associates
Illinois
-$214K -4,644 Closed
BAM
979
Berkshire Asset Management
Pennsylvania
-$212K -4,630 Closed
MSR
980
Main Street Research
Connecticut
-$212K -4,628 Closed
HA
981
HFG Advisors
Ohio
-$212K -4,623 Closed
PAS
982
PKS Advisory Services
New York
-$210K -4,579 Closed
BWM
983
BNB Wealth Management
Maryland
-$209K -4,554 Closed
IPAM
984
Investment Partners Asset Management
New Jersey
-$208K -4,540 Closed
OFG
985
Oxford Financial Group
Indiana
-$207K -4,510 Closed
WLIM
986
White Lighthouse Investment Management
Massachusetts
-$206K -4,489 Closed
SHFG
987
S Harris Financial Group
Texas
-$205K -4,478 Closed
LFAS
988
Level Four Advisory Services
Texas
-$205K -4,464 Closed
VCM
989
Vivaldi Capital Management
Illinois
-$203K -4,430 Closed
CFB
990
Cullen/Frost Bankers
Texas
-$145K -3,156 Closed
BCM
991
Berbice Capital Management
New York
-$117K -2,550 Closed
CAM
992
Chesapeake Asset Management
New York
-$102K -2,220 Closed
EI
993
eCIO Inc
Wisconsin
-$85.8K -1,870 Closed
TH
994
TCTC Holdings
Texas
-$59K -1,285 Closed
SPF
995
South Plains Financial
Texas
-$50.4K -1,098 Closed
CRI
996
Commonwealth Retirement Investments
Virginia
-$44.3K -966 Closed
ETC
997
Exchange Traded Concepts
Oklahoma
-$27.3K -595 Closed
QA
998
Quattro Advisors
Pennsylvania
-$25.9K -564 Closed
HFM
999
Harvest Fund Management
China
-$20K -436 Closed
WFA
1000
West Financial Advisors
Iowa
-$17.2K -375 Closed