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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
SCM
601
Stevens Capital Management
Pennsylvania
$441K +$119K +624 +30%
ECM
602
Evergreen Capital Management
Washington
$441K +$234K +1,230 +84%
EWA
603
EverSource Wealth Advisors
Alabama
$440K +$279K +1,469 +119%
FHC
604
First Heartland Consultants
Missouri
$437K +$3.61K +19 +0.7%
WA
605
WealthTrust Axiom
Pennsylvania
$436K
BMWM
606
Brown Miller Wealth Management
Virginia
$432K +$10.1K +53 +2%
JFG
607
Jefferies Financial Group
New York
$425K +$497K +2,614 New
CW
608
CreativeOne Wealth
Kansas
$424K +$103K +544 +26%
ECM
609
Everence Capital Management
Indiana
$422K
AF
610
Allworth Financial
California
$421K -$5.81M -30,560 -92%
GIA
611
Gateway Investment Advisers
Ohio
$418K +$141K +744 +41%
NW
612
NewEdge Wealth
Pennsylvania
$418K -$442K -2,328 -48%
CSPIA
613
Cary Street Partners Investment Advisory
Virginia
$415K -$2.47K -13 -0.5%
AL
614
ARWA LLC
Texas
$411K -$537K -2,828 -52%
AFCM
615
Applied Finance Capital Management
Puerto Rico
$401K +$93.5K +492 +25%
SL
616
SWMG LLC
Texas
$401K -$291K -1,533 -38%
TWP
617
Tyche Wealth Partners
Texas
$399K +$1.71K +9 +0.4%
NAM
618
NorthCrest Asset Manangement
Minnesota
$398K +$469K +2,471 New
SWM
619
Segment Wealth Management
Texas
$394K +$10.3K +54 +2%
OF
620
Optimize Financial
California
$393K +$113K +597 +33%
MMA
621
Miracle Mile Advisors
California
$392K +$37.8K +199 +9%
SFG
622
Sunburst Financial Group
Alabama
$388K +$97.6K +514 +27%
BAAM
623
Baker Avenue Asset Management
California
$386K -$26.4K -139 -6%
ATC
624
Argent Trust Co
Tennessee
$386K -$1.9K -10 -0.4%
MFS
625
Mirabella Financial Services
United Kingdom
$385K +$451K +2,372 New