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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
CS
476
Cannell & Spears
New York
$956K +$1.52K +8 +0.1%
CF
477
Centaurus Financial
California
$956K +$7.98K +42 +0.7%
CIC
478
Crawford Investment Counsel
Georgia
$956K -$19K -100 -2%
DZ Bank
479
DZ Bank
Germany
$955K +$1M +5,274 +872%
SFG
480
SNS Financial Group
Minnesota
$949K +$45.2K +238 +4%
GT
481
Glenmede Trust
Pennsylvania
$944K +$186K +977 +20%
Allspring Global Investments
482
Allspring Global Investments
North Carolina
$942K +$26K +137 +2%
O
483
Ossiam
France
$935K +$302K +1,589 +38%
BIG
484
Brooklyn Investment Group
New York
$933K +$696K +3,665 +176%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$932K -$4M -21,078 -79%
AWMS
486
Advocacy Wealth Management Services
Georgia
$931K +$257K +1,353 +31%
Northwestern Mutual Wealth Management
487
Northwestern Mutual Wealth Management
Wisconsin
$921K +$74.7K +393 +7%
MSRPS
488
Maryland State Retirement & Pension System
Maryland
$920K
TH
489
TCTC Holdings
Texas
$909K +$9.5K +50 +0.9%
BPA
490
Beacon Pointe Advisors
California
$909K +$750K +3,949 +240%
VA
491
Vident Advisory
Georgia
$908K +$163K +859 +18%
I
492
InceptionR
California
$906K +$1.06M +5,579 New
OAC
493
OMERS Administration Corp
Ontario, Canada
$900K +$250K +1,314 +31%
EOJOAM
494
E. Ohman J:or Asset Management
Sweden
$886K
MAM
495
Martingale Asset Management
Massachusetts
$882K +$635K +3,342 +160%
ATPW
496
Ashton Thomas Private Wealth
Arizona
$878K -$509K -2,677 -33%
CMA
497
Cedar Mountain Advisors
Oregon
$875K +$570 +3 +0.1%
IMRF
498
Illinois Municipal Retirement Fund
Illinois
$874K -$482K -2,535 -32%
NMERB
499
New Mexico Educational Retirement Board
New Mexico
$869K
VT
500
Vise Technologies
New York
$862K