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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
KNW
426
Kesler Norman & Wride
Utah
$1.33M +$203K +1,067 +15%
SC
427
SummitTX Capital
Texas
$1.32M +$1.55M +8,153 New
NWMG
428
Nicholson Wealth Management Group
South Carolina
$1.31M +$96.9K +510 +7%
Wealthfront Advisers
429
Wealthfront Advisers
California
$1.31M -$1.2M -6,327 -44%
SW
430
Simplicity Wealth
New Jersey
$1.29M +$286K +1,506 +23%
KC
431
Kepler Cheuvreux
$1.29M -$1.03M -5,411 -41%
HIP
432
HUB Investment Partners
Texas
$1.28M -$113K -593 -7%
BC
433
Bridgefront Capital
Texas
$1.27M +$1.48M +7,798 New
GT
434
Greenleaf Trust
Michigan
$1.26M -$410K -2,160 -22%
Koshinski Asset Management
435
Koshinski Asset Management
Illinois
$1.25M +$159K +839 +12%
Rafferty Asset Management
436
Rafferty Asset Management
New York
$1.23M -$532K -2,800 -27%
SL
437
Sentry LLC
Tennessee
$1.2M -$106K -560 -7%
Arrowstreet Capital
438
Arrowstreet Capital
Massachusetts
$1.2M +$1.4M +7,368 New
WIA
439
World Investment Advisors
California
$1.2M +$429K +2,257 +44%
JIC
440
Johnson Investment Counsel
Ohio
$1.19M -$1.52K -8 -0.1%
KIA
441
Knollwood Investment Advisory
Maryland
$1.19M
1832 Asset Management
442
1832 Asset Management
Ontario, Canada
$1.18M -$60.8K -320 -4%
CA
443
Commerzbank Aktiengesellschaft
Germany
$1.18M +$472K +2,483 +52%
SI
444
Stephens Inc
Arkansas
$1.18M +$233K +1,228 +23%
FNT
445
First National Trust
Pennsylvania
$1.17M -$190 -1 -0%
AUB
446
Atlantic Union Bankshares
Virginia
$1.17M
CAG
447
Cypress Advisory Group
Arizona
$1.17M +$983K +5,176 +259%
IIM
448
INTECH Investment Management
Florida
$1.16M +$338K +1,781 +33%
Lazard Asset Management
449
Lazard Asset Management
New York
$1.15M +$1.35M +7,099 New
MSU
450
Mizuho Securities USA
New York
$1.15M -$274K -1,441 -17%