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Broadridge

1,053 hedge funds and large institutions have $18B invested in Broadridge in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 433 increasing their positions, 317 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 317

15% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $18.8M

2.01% more ownership

Funds ownership: 91.77%93.78% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 1,1311,053 (-78)

25% less capital invested

Capital invested by funds: $23.9B → $18B (-$5.87B)

29% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 188

Holders
1,053
Holders Change
-78
Holders Change %
-6.9%
% of All Funds
12.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
134
Increased
433
Reduced
317
Closed
188
Calls
$21.6M
Puts
$18.8M
Net Calls
+$2.8M
Net Calls Change
-$976K
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
226
Toronto Dominion Bank
Ontario, Canada
$5.63M -$5.88M -30,933 -47%
MCG
227
McCollum Christoferson Group
New York
$5.58M +$1.25M +6,569 +17%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$5.55M +$26.6K +140 +0.4%
X
229
Xponance
Pennsylvania
$5.4M +$518K +2,724 +9%
LFAS
230
Level Four Advisory Services
Texas
$5.39M +$1.65M +8,683 +35%
CCIA
231
Campbell & Co Investment Adviser
Maryland
$5.36M +$6.26M +32,966 New
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$5.34M -$25.8M -135,572 -80%
MML Investors Services
233
MML Investors Services
Massachusetts
$5.33M -$1.41M -7,430 -18%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$5.28M +$4.68M +24,635 +313%
MGWM
235
Marks Group Wealth Management
Minnesota
$5.23M -$194K -1,020 -3%
MIM
236
MetLife Investment Management
New Jersey
$5.21M -$196K -1,031 -3%
VLKIM
237
Van Lanschot Kempen Investment Management
Netherlands
$5.21M -$622K -3,275 -9%
Swedbank
238
Swedbank
Sweden
$5.18M
CNB
239
Czech National Bank
Czech Republic
$5.17M +$193K +1,016 +3%
ASRS
240
Arizona State Retirement System
Arizona
$5.15M -$58.5K -308 -1%
EW
241
Evexia Wealth
Wisconsin
$5.15M +$2M +10,543 +48%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$5.14M -$522K -2,746 -8%
BFG
243
Berger Financial Group
Minnesota
$5.09M +$5.95M +31,343 New
MFAM
244
Motley Fool Asset Management
Virginia
$5.07M -$710K -3,737 -11%
WBC
245
Westpac Banking Corp
Australia
$5.05M +$3.74M +19,690 +173%
CFG
246
Citizens Financial Group
Rhode Island
$5M -$16.9M -88,811 -74%
SOMRS
247
State of Michigan Retirement System
Michigan
$4.95M -$19K -100 -0.3%
QT
248
Quantbot Technologies
New York
$4.92M +$5.24M +27,604 +1,022%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$4.88M -$2.23M -11,762 -28%
DnB Asset Management
250
DnB Asset Management
Norway
$4.83M +$429K +2,256 +8%