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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
BMCM
251
Bryn Mawr Capital Management
Pennsylvania
$4.75M +$1.02M +5,343 +22%
KPWS
252
Kestra Private Wealth Services
Texas
$4.72M +$29.4K +155 +0.5%
AI
253
AdvisorShares Investments
Maryland
$4.69M -$942K -4,958 -15%
UIM
254
USS Investment Management
United Kingdom
$4.68M +$1.34M +7,050 +32%
Brown Advisory
255
Brown Advisory
Maryland
$4.59M +$151K +796 +3%
BFW
256
Brady Family Wealth
Missouri
$4.51M +$415K +2,182 +9%
MCM
257
MAI Capital Management
Ohio
$4.47M -$1.52M -8,010 -23%
COPPSERS
258
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.42M +$8.36K +44 +0.2%
Walleye Capital
259
Walleye Capital
New York
$4.41M +$5.16M +27,164 New
IC
260
IEQ Capital
California
$4.39M +$4.46M +23,502 +663%
II
261
IFM Investors
Australia
$4.37M -$480K -2,524 -9%
CMF
262
Counterpoint Mutual Funds
California
$4.21M +$4.92M +25,917 New
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$4.18M +$2.04M +10,738 +72%
Credit Agricole
264
Credit Agricole
France
$4.1M +$159K +837 +3%
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$4.09M +$218K +1,149 +5%
Retirement Systems of Alabama
266
Retirement Systems of Alabama
Alabama
$4.03M -$7.79K -41 -0.2%
Robeco Institutional Asset Management
267
Robeco Institutional Asset Management
Netherlands
$4.02M +$69K +363 +1%
AB
268
Amalgamated Bank
New York
$4M -$80.7K -425 -2%
M&T Bank
269
M&T Bank
New York
$3.97M -$75.6K -398 -2%
Pathstone Holdings
270
Pathstone Holdings
New Jersey
$3.97M +$289K +1,519 +7%
FFA
271
First Foundation Advisors
California
$3.84M +$4.49M +23,620 New
OAM
272
Occidental Asset Management
California
$3.8M +$300K +1,578 +7%
TA
273
Tactive Advisors
Florida
$3.79M +$4.43M +23,340 New
HPIA
274
Hamilton Point Investment Advisors
North Carolina
$3.77M -$16.7K -88 -0.4%
William Blair & Company
275
William Blair & Company
Illinois
$3.75M -$1.54M -8,099 -26%