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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.6M
Puts
$18.8M
Net Calls
Net Calls Change

Top Buyers

1 +$506M
2 +$244M
3 +$138M
4
Millennium Management
Millennium Management
New York
+$125M
5
BlackRock
BlackRock
New York
+$91.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
226
Toronto Dominion Bank
Ontario, Canada
$5.63M
MCG
227
McCollum Christoferson Group
New York
$5.58M
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$5.55M
X
229
Xponance
Pennsylvania
$5.4M
LFAS
230
Level Four Advisory Services
Texas
$5.39M
CCIA
231
Campbell & Co Investment Adviser
Maryland
$5.36M
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$5.34M
MML Investors Services
233
MML Investors Services
Massachusetts
$5.33M
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$5.28M
MGWM
235
Marks Group Wealth Management
Minnesota
$5.23M
MIM
236
MetLife Investment Management
New Jersey
$5.21M
VLKIM
237
Van Lanschot Kempen Investment Management
Netherlands
$5.21M
Swedbank
238
Swedbank
Sweden
$5.18M
CNB
239
Czech National Bank
Czech Republic
$5.17M
ASRS
240
Arizona State Retirement System
Arizona
$5.15M
EW
241
Evexia Wealth
Wisconsin
$5.15M
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$5.14M
BFG
243
Berger Financial Group
Minnesota
$5.09M
MFAM
244
Motley Fool Asset Management
Virginia
$5.07M
WBC
245
Westpac Banking Corp
Australia
$5.05M
CFG
246
Citizens Financial Group
Rhode Island
$5M
SOMRS
247
State of Michigan Retirement System
Michigan
$4.95M
QT
248
Quantbot Technologies
New York
$4.92M
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$4.88M
DnB Asset Management
250
DnB Asset Management
Norway
$4.83M