We are live on ! Find out more
BR icon

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
ECM
601
Evergreen Capital Management
Washington
$441K
EWA
602
EverSource Wealth Advisors
Alabama
$440K
FHC
603
First Heartland Consultants
Missouri
$437K
WA
604
WealthTrust Axiom
Pennsylvania
$436K
BMWM
605
Brown Miller Wealth Management
Virginia
$432K
JFG
606
Jefferies Financial Group
New York
$425K
CW
607
CreativeOne Wealth
Kansas
$424K
ECM
608
Everence Capital Management
Indiana
$422K
AF
609
Allworth Financial
California
$421K
GIA
610
Gateway Investment Advisers
Ohio
$418K
NW
611
NewEdge Wealth
Pennsylvania
$418K
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$415K
AL
613
ARWA LLC
Texas
$411K
AFCM
614
Applied Finance Capital Management
Puerto Rico
$401K
SL
615
SWMG LLC
Texas
$401K
TWP
616
Tyche Wealth Partners
Texas
$399K
NAM
617
NorthCrest Asset Manangement
Minnesota
$398K
SWM
618
Segment Wealth Management
Texas
$394K
OF
619
Optimize Financial
California
$393K
MMA
620
Miracle Mile Advisors
California
$392K
SFG
621
Sunburst Financial Group
Alabama
$388K
BAAM
622
Baker Avenue Asset Management
California
$386K
ATC
623
Argent Trust Co
Tennessee
$386K
MFS
624
Mirabella Financial Services
United Kingdom
$385K
CT
625
Chicago Trust
Illinois
$384K