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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
KNW
426
Kesler Norman & Wride
Utah
$1.33M
SC
427
SummitTX Capital
Texas
$1.32M
NWMG
428
Nicholson Wealth Management Group
South Carolina
$1.31M
Wealthfront Advisers
429
Wealthfront Advisers
California
$1.31M
SW
430
Simplicity Wealth
New Jersey
$1.29M
KC
431
Kepler Cheuvreux
$1.29M
HIP
432
HUB Investment Partners
Texas
$1.28M
BC
433
Bridgefront Capital
Texas
$1.27M
GT
434
Greenleaf Trust
Michigan
$1.26M
Koshinski Asset Management
435
Koshinski Asset Management
Illinois
$1.25M
Rafferty Asset Management
436
Rafferty Asset Management
New York
$1.23M
SL
437
Sentry LLC
Tennessee
$1.2M
Arrowstreet Capital
438
Arrowstreet Capital
Massachusetts
$1.2M
WIA
439
World Investment Advisors
California
$1.2M
JIC
440
Johnson Investment Counsel
Ohio
$1.19M
KIA
441
Knollwood Investment Advisory
Maryland
$1.19M
1832 Asset Management
442
1832 Asset Management
Ontario, Canada
$1.18M
CA
443
Commerzbank Aktiengesellschaft
Germany
$1.18M
SI
444
Stephens Inc
Arkansas
$1.18M
FNT
445
First National Trust
Pennsylvania
$1.17M
AUB
446
Atlantic Union Bankshares
Virginia
$1.17M
CAG
447
Cypress Advisory Group
Arizona
$1.17M
IIM
448
INTECH Investment Management
Florida
$1.16M
Lazard Asset Management
449
Lazard Asset Management
New York
$1.15M
MSU
450
Mizuho Securities USA
New York
$1.15M