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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
SIA
626
SeaBridge Investment Advisors
New Jersey
$381K
Walleye Trading
627
Walleye Trading
New York
$379K
RT
628
Rockland Trust
Massachusetts
$378K
MG
629
Mather Group
Illinois
$377K
MWM
630
Maripau Wealth Management
Indiana
$376K
DAC
631
Dividend Assets Capital
South Carolina
$376K
LWM
632
Lyell Wealth Management
California
$373K
Fisher Asset Management
633
Fisher Asset Management
Washington
$369K
TCA
634
Transcend Capital Advisors
New Jersey
$369K
SOS
635
Silver Oak Securities
Tennessee
$368K
EB
636
Exchange Bank
California
$366K
S
637
SignatureFD
Georgia
$365K
AFG
638
Atomi Financial Group
New York
$359K
CPIG
639
Chicago Partners Investment Group
Illinois
$359K
CIA
640
Compass Ion Advisors
Pennsylvania
$355K
AAP
641
Arax Advisory Partners
Colorado
$355K
SFS
642
Sowell Financial Services
Arkansas
$353K
TPCW
643
TD Private Client Wealth
New York
$352K
WS
644
Wilian Securities
Minnesota
$349K
ZCI
645
Zevenbergen Capital Investments
Washington
$349K
SAM
646
Sompo Asset Management
Japan
$348K
GWMI
647
Guardian Wealth Management (Illinois)
Illinois
$347K
6SA
648
6th Street Advisors
Alabama
$346K
BEAM
649
Baker Ellis Asset Management
Washington
$346K
HWA
650
Heritage Wealth Advisors
Virginia
$346K