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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
ECAM
526
East Coast Asset Management
Massachusetts
$721K
WA
527
Waverly Advisors
Alabama
$717K +$439K +2,313 +110%
BCI
528
Brinker Capital Investments
Pennsylvania
$711K -$1.44M -7,575 -63%
SCB
529
Saudi Central Bank
Saudi Arabia
$700K +$819K +4,309 New
TMAM
530
Tokio Marine Asset Management
Japan
$694K
BP
531
Ballentine Partners
Massachusetts
$693K +$467K +2,457 +136%
TCM
532
Twin Capital Management
Pennsylvania
$674K +$788K +4,146 New
VAS
533
Vestmark Advisory Solutions
Massachusetts
$673K -$356K -1,872 -31%
FPAS
534
Focus Partners Advisor Solutions
Missouri
$672K +$786K +4,136 New
MIM
535
Morningstar Investment Management
Illinois
$668K +$230K +1,212 +42%
KFA
536
Kelleher Financial Advisors
New York
$651K
BO
537
Bank OZK
Arkansas
$650K
VNT
538
Vanguard National Trust
Pennsylvania
$650K +$760K +4,000 New
Nomura Holdings
539
Nomura Holdings
Japan
$649K +$389K +2,049 +105%
PCM
540
Polymer Capital Management
New York
$649K +$759K +3,994 New
CBA
541
Coastal Bridge Advisors
Connecticut
$646K -$4.37K -23 -0.6%
RWM
542
Ritholtz Wealth Management
New York
$641K +$312K +1,640 +71%
EF
543
Empirical Finance
Pennsylvania
$639K -$760 -4 -0.1%
LFG
544
Larson Financial Group
Missouri
$638K +$556K +2,925 +293%
NA
545
Nordwand Advisors
Pennsylvania
$634K -$2.59M -13,632 -78%
WF
546
Welch & Forbes
Massachusetts
$634K
RBI
547
Raiffeisen Bank International
Austria
$634K +$425K +2,236 +136%
AFG
548
ABLE Financial Group
Arizona
$630K +$102K +536 +16%
DIP
549
DT Investment Partners
Pennsylvania
$629K
LRWM
550
Lord & Richards Wealth Management
Colorado
$617K +$8.55K +45 +1%