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Broadridge

1,054 hedge funds and large institutions have $18B invested in Broadridge in 2026 Q1 according to their latest regulatory filings, with 135 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: 1,1311,054 (-77)

25% less capital invested

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

28% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 188

Holders
1,054
Holders Change
-77
Holders Change %
-6.81%
% of All Funds
12.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
135
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
MFA
401
Millington Financial Advisors
Illinois
$1.55M +$26.4K +139 +1%
Wellington Management Group
402
Wellington Management Group
Massachusetts
$1.53M +$244K +1,282 +16%
AT
403
American Trust
Kentucky
$1.5M -$233K -1,226 -12%
SSA
404
Schonfeld Strategic Advisors
New York
$1.5M +$1.76M +9,249 New
TRSOTSOK
405
Teachers Retirement System of the State of Kentucky
Kentucky
$1.49M
EH
406
Equitable Holdings
New York
$1.47M +$1.03M +5,401 +206%
TSS
407
Two Sigma Securities
New York
$1.47M +$1.72M +9,057 New
GIBU
408
Gulf International Bank (UK)
United Kingdom
$1.45M +$612K +3,222 +56%
AF
409
Avanza Fonder
Sweden
$1.45M
WA1
410
Wimmer Associates 1
California
$1.45M -$233K -1,225 -12%
PP
411
Prudential plc
United Kingdom
$1.44M -$2.17M -11,430 -56%
FAMI
412
Fideuram Asset Management (Ireland)
$1.44M +$1.24M +6,512 +20,350%
PFS
413
Prospera Financial Services
Texas
$1.43M +$766K +4,033 +84%
LF
414
Lantz Financial
Illinois
$1.43M -$73.7K -388 -4%
ZIG
415
Zurich Insurance Group
Switzerland
$1.41M
Bank Julius Baer & Co
416
Bank Julius Baer & Co
Switzerland
$1.41M -$1.43M -7,513 -47%
PS
417
Principal Securities
Iowa
$1.4M +$411K +2,163 +33%
VNA
418
Valley National Advisers
Pennsylvania
$1.4M +$31K +163 +2%
LF
419
Lee Financial
Texas
$1.4M +$222K +1,167 +16%
FFA
420
Farther Finance Advisors
California
$1.4M +$602K +3,169 +57%
NB
421
Norinchukin Bank
Japan
$1.37M +$3.8K +20 +0.2%
LIM
422
Leavell Investment Management
Alabama
$1.35M
AA
423
ALPS Advisors
Colorado
$1.35M +$109K +576 +7%
GAM
424
Generali Asset Management
Italy
$1.34M -$1.63M -8,601 -51%
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$1.33M +$249K +1,310 +19%