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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
CT
626
Chicago Trust
Illinois
$384K -$69.9K -368 -13%
SIA
627
SeaBridge Investment Advisors
New Jersey
$381K
Walleye Trading
628
Walleye Trading
New York
$379K +$444K +2,335 New
RT
629
Rockland Trust
Massachusetts
$378K -$19.9K -105 -4%
MG
630
Mather Group
Illinois
$377K +$57K +300 +15%
MWM
631
Maripau Wealth Management
Indiana
$376K +$46.5K +245 +12%
DAC
632
Dividend Assets Capital
South Carolina
$376K
LWM
633
Lyell Wealth Management
California
$373K -$7.28M -38,322 -94%
Fisher Asset Management
634
Fisher Asset Management
Washington
$369K -$74.3K -391 -15%
TCA
635
Transcend Capital Advisors
New Jersey
$369K -$1.14M -6,012 -73%
SOS
636
Silver Oak Securities
Tennessee
$368K +$76.4K +402 +22%
EB
637
Exchange Bank
California
$366K
S
638
SignatureFD
Georgia
$365K +$63.5K +334 +17%
AFG
639
Atomi Financial Group
New York
$359K -$639K -3,361 -60%
CPIG
640
Chicago Partners Investment Group
Illinois
$359K +$202K +1,065 +91%
CIA
641
Compass Ion Advisors
Pennsylvania
$355K +$71.2K +375 +21%
AAP
642
Arax Advisory Partners
Colorado
$355K +$236K +1,241 +131%
SFS
643
Sowell Financial Services
Arkansas
$353K -$50.2K -264 -11%
TPCW
644
TD Private Client Wealth
New York
$352K +$15K +79 +4%
WS
645
Wilian Securities
Minnesota
$349K -$95.7K -504 -19%
ZCI
646
Zevenbergen Capital Investments
Washington
$349K -$3.97M -20,895 -91%
SAM
647
Sompo Asset Management
Japan
$348K +$5.7K +30 +1%
GWMI
648
Guardian Wealth Management (Illinois)
Illinois
$347K -$183K -963 -31%
6SA
649
6th Street Advisors
Alabama
$346K +$403K +2,119 New
BEAM
650
Baker Ellis Asset Management
Washington
$346K