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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
UCFA
501
United Capital Financial Advisors
Texas
$855K +$179K +940 +22%
LNWTC
502
Laird Norton Wetherby Trust Company
Washington
$841K -$585K -3,078 -37%
CRC
503
Curi RMB Capital
Illinois
$832K +$652K +3,431 +205%
BFO
504
Biltmore Family Office
North Carolina
$830K +$199K +1,050 +26%
BIA
505
BHK Investment Advisors
Alabama
$813K +$367K +1,932 +63%
IAA
506
Independent Advisor Alliance
North Carolina
$813K -$2.47M -12,993 -72%
OIAM
507
OFI Invest Asset Management
France
$810K +$235K +1,239 +33%
IFU
508
iSAM Funds (UK)
United Kingdom
$796K +$376K +1,981 +68%
PAS
509
Park Avenue Securities
New York
$784K -$292K -1,535 -24%
TCM
510
Tributary Capital Management
Nebraska
$783K +$176K +929 +24%
MSE
511
MUFG Securities EMEA
United Kingdom
$777K
FCBT
512
First Citizens Bank & Trust
North Carolina
$774K -$187K -982 -17%
NS
513
NBC Securities
Alabama
$768K -$232K -1,223 -21%
XWL
514
XXI Wealth LLC
Illinois
$767K -$231K -1,218 -21%
Envestnet Portfolio Solutions
515
Envestnet Portfolio Solutions
Illinois
$764K -$724K -3,810 -45%
SDIC
516
South Dakota Investment Council
South Dakota
$764K +$893K +4,700 New
UBP
517
Union Bancaire Privee
Switzerland
$763K +$265K +1,393 +39%
OIMU
518
Osmosis Investment Management UK
United Kingdom
$759K +$218K +1,148 +33%
BFA
519
Buttonwood Financial Advisors
Maryland
$746K +$873K +4,594 New
PI
520
PFG Investments
New York
$745K +$65.5K +345 +8%
SC
521
Savant Capital
Illinois
$740K -$85.7K -451 -9%
SAM
522
Silvercrest Asset Management
New York
$734K -$32.3K -170 -4%
QC
523
Quadrature Capital
United Kingdom
$731K +$855K +4,501 New
VSQM
524
V-Square Quantitative Management
Illinois
$729K +$222K +1,171 +35%
SFA
525
Sequoia Financial Advisors
Ohio
$723K +$229K +1,204 +37%