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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
BMCM
251
Bryn Mawr Capital Management
Pennsylvania
$4.75M
KPWS
252
Kestra Private Wealth Services
Texas
$4.72M
AI
253
AdvisorShares Investments
Maryland
$4.69M
UIM
254
USS Investment Management
United Kingdom
$4.68M
Brown Advisory
255
Brown Advisory
Maryland
$4.59M
BFW
256
Brady Family Wealth
Missouri
$4.51M
MCM
257
MAI Capital Management
Ohio
$4.47M
COPPSERS
258
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.42M
Walleye Capital
259
Walleye Capital
New York
$4.41M
IC
260
IEQ Capital
California
$4.39M
II
261
IFM Investors
Australia
$4.37M
CMF
262
Counterpoint Mutual Funds
California
$4.21M
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$4.18M
Credit Agricole
264
Credit Agricole
France
$4.1M
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$4.09M
Retirement Systems of Alabama
266
Retirement Systems of Alabama
Alabama
$4.03M
Robeco Institutional Asset Management
267
Robeco Institutional Asset Management
Netherlands
$4.02M
AB
268
Amalgamated Bank
New York
$4M
M&T Bank
269
M&T Bank
New York
$3.97M
Pathstone Holdings
270
Pathstone Holdings
New Jersey
$3.97M
FFA
271
First Foundation Advisors
California
$3.84M
OAM
272
Occidental Asset Management
California
$3.8M
TA
273
Tactive Advisors
Florida
$3.79M
HPIA
274
Hamilton Point Investment Advisors
North Carolina
$3.77M
William Blair & Company
275
William Blair & Company
Illinois
$3.75M