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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
UCFA
501
United Capital Financial Advisors
Texas
$855K
LNWTC
502
Laird Norton Wetherby Trust Company
Washington
$841K
CRC
503
Curi RMB Capital
Illinois
$832K
BFO
504
Biltmore Family Office
North Carolina
$830K
BIA
505
BHK Investment Advisors
Alabama
$813K
IAA
506
Independent Advisor Alliance
North Carolina
$813K
OIAM
507
OFI Invest Asset Management
France
$810K
IFU
508
iSAM Funds (UK)
United Kingdom
$796K
PAS
509
Park Avenue Securities
New York
$784K
TCM
510
Tributary Capital Management
Nebraska
$783K
MSE
511
MUFG Securities EMEA
United Kingdom
$777K
FCBT
512
First Citizens Bank & Trust
North Carolina
$774K
NS
513
NBC Securities
Alabama
$768K
XWL
514
XXI Wealth LLC
Illinois
$767K
Envestnet Portfolio Solutions
515
Envestnet Portfolio Solutions
Illinois
$764K
SDIC
516
South Dakota Investment Council
South Dakota
$764K
UBP
517
Union Bancaire Privee
Switzerland
$763K
OIMU
518
Osmosis Investment Management UK
United Kingdom
$759K
BFA
519
Buttonwood Financial Advisors
Maryland
$746K
PI
520
PFG Investments
New York
$745K
SC
521
Savant Capital
Illinois
$740K
SAM
522
Silvercrest Asset Management
New York
$734K
QC
523
Quadrature Capital
United Kingdom
$731K
VSQM
524
V-Square Quantitative Management
Illinois
$729K
SFA
525
Sequoia Financial Advisors
Ohio
$723K