We are live on ! Find out more
BR icon

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
OC
551
Oppenheimer & Co
New York
$612K -$36.7K -193 -5%
KeyBank National Association
552
KeyBank National Association
Ohio
$609K +$56.4K +297 +9%
NMIMC
553
Northwestern Mutual Investment Management Company
Wisconsin
$607K +$1.14K +6 +0.2%
BFS
554
Bradley Foster & Sargent
Connecticut
$597K
PCIA
555
Prime Capital Investment Advisors
Kansas
$593K +$63.3K +333 +10%
BCM
556
Buckhead Capital Management
Georgia
$585K
CG
557
Cynosure Group
Utah
$584K -$365K -1,920 -35%
AI
558
Accredited Investors
Minnesota
$583K -$12.9K -68 -2%
BBVA
559
Banco Bilbao Vizcaya Argentaria
Spain
$582K -$1.52K -8 -0.2%
UAG
560
United Advisor Group
Ohio
$581K +$54.1K +285 +9%
ALA
561
Atlas Legacy Advisors
California
$574K +$17.1K +90 +3%
MYAM
562
Meiji Yasuda Asset Management
Japan
$567K +$130K +685 +24%
OAM
563
Ostrum Asset Management
France
$560K -$394K -2,076 -38%
MWM
564
Mission Wealth Management
California
$553K +$16.3K +86 +3%
NDSIB
565
North Dakota State Investment Board
North Dakota
$547K -$119K -628 -16%
SWIM
566
Smallwood Wealth Investment Management
New Jersey
$547K -$76.4K -402 -11%
GCM
567
Graham Capital Management
Connecticut
$546K +$324K +1,708 +103%
MAM
568
Mirabaud Asset Management
United Kingdom
$546K -$1M -5,269 -61%
ETC
569
Exchange Traded Concepts
Oklahoma
$544K +$248K +1,307 +64%
MAS
570
Meeder Advisory Services
Ohio
$540K +$95K +500 +18%
CL
571
Choreo LLC
Illinois
$537K -$97.1K -511 -13%
DBRC
572
D.B. Root & Company
Pennsylvania
$536K +$11.4K +60 +2%
MA
573
MCF Advisors
Kentucky
$535K +$479K +2,521 +334%
CFA
574
CWS Financial Advisors
Michigan
$534K +$44.3K +233 +8%
TSWM
575
Triangle Securities Wealth Management
North Carolina
$531K -$92.3K -486 -13%