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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
Jacobs Levy Equity Management
576
Jacobs Levy Equity Management
New Jersey
$527K
MSA
577
MUFG Securities Americas
New York
$525K +$16.1K +85 +3%
CG
578
Caprock Group
Idaho
$520K +$261K +1,374 +76%
TWIM
579
TIAA Wealth Investment Management
New York
$517K +$605K +3,185 New
BA
580
Bridgewater Advisors
New York
$511K +$10.1K +53 +1%
SAM
581
Securian Asset Management
Minnesota
$510K
GWP
582
Gen-Wealth Partners
Michigan
$508K +$206K +1,082 +53%
UWS
583
Unique Wealth Strategies
Illinois
$499K +$584K +3,072 New
KRSITF
584
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$498K
PP
585
Paladin Partners
Wisconsin
$496K
EPW
586
Evolve Private Wealth
California
$493K +$138K +727 +32%
LCWP
587
Legacy Capital Wealth Partners
Arkansas
$490K +$19.2K +101 +3%
BAM
588
Blueshift Asset Management
New Jersey
$483K +$565K +2,972 New
SWK
589
Stephen W. Kidder
$479K
EAM
590
Eukles Asset Management
Ohio
$473K -$313K -1,646 -36%
MA
591
Mutual Advisors
Nebraska
$471K +$68.2K +359 +14%
EI
592
Ellevest Inc
New York
$468K +$129K +679 +31%
PIM
593
Plato Investment Management
Australia
$468K
EWM
594
Empirical Wealth Management
Washington
$458K -$202K -1,061 -27%
PPWP
595
Premier Path Wealth Partners
New Jersey
$458K +$536K +2,819 New
RCAG
596
Rehmann Capital Advisory Group
Michigan
$457K +$132K +695 +33%
GWM
597
Gibbs Wealth Management
Georgia
$457K +$78.3K +412 +17%
Vontobel Holding
598
Vontobel Holding
Switzerland
$455K -$18K -95 -3%
CG
599
Clarus Group
Texas
$452K +$2.09K +11 +0.4%
GCM
600
Gallacher Capital Management
Colorado
$448K +$524K +2,759 New