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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
OC
551
Oppenheimer & Co
New York
$612K
KeyBank National Association
552
KeyBank National Association
Ohio
$609K
NMIMC
553
Northwestern Mutual Investment Management Company
Wisconsin
$607K
BFS
554
Bradley Foster & Sargent
Connecticut
$597K
PCIA
555
Prime Capital Investment Advisors
Kansas
$593K
BCM
556
Buckhead Capital Management
Georgia
$585K
CG
557
Cynosure Group
Utah
$584K
AI
558
Accredited Investors
Minnesota
$583K
BBVA
559
Banco Bilbao Vizcaya Argentaria
Spain
$582K
UAG
560
United Advisor Group
Ohio
$581K
ALA
561
Atlas Legacy Advisors
California
$574K
MYAM
562
Meiji Yasuda Asset Management
Japan
$567K
OAM
563
Ostrum Asset Management
France
$560K
MWM
564
Mission Wealth Management
California
$553K
NDSIB
565
North Dakota State Investment Board
North Dakota
$547K
SWIM
566
Smallwood Wealth Investment Management
New Jersey
$547K
GCM
567
Graham Capital Management
Connecticut
$546K
MAM
568
Mirabaud Asset Management
United Kingdom
$546K
ETC
569
Exchange Traded Concepts
Oklahoma
$544K
MAS
570
Meeder Advisory Services
Ohio
$540K
CL
571
Choreo LLC
Illinois
$537K
DBRC
572
D.B. Root & Company
Pennsylvania
$536K
MA
573
MCF Advisors
Kentucky
$535K
CFA
574
CWS Financial Advisors
Michigan
$534K
TSWM
575
Triangle Securities Wealth Management
North Carolina
$531K