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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
12.97%
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
HWA
651
Heritage Wealth Advisors
Virginia
$346K
AA
652
Advisory Alpha
Michigan
$345K +$108K +567 +36%
DWT
653
Dorsey & Whitney Trust
South Dakota
$341K +$50.9K +268 +15%
RB
654
Renasant Bank
Mississippi
$340K +$82.5K +434 +26%
WPC
655
Wedmont Private Capital
Pennsylvania
$340K -$90.4K -476 -18%
OP
656
Oslo Pensjonsforsikring
$339K +$397K +2,089 New
WG
657
Wellington Group
Indiana
$339K +$106K +557 +36%
DADC
658
D.A. Davidson & Co
Montana
$339K +$120K +633 +44%
EP
659
E6 Portfolios
Utah
$333K +$7.6K +40 +2%
JSSH
660
J. Safra Sarasin Holding
$330K +$45.4K +239 +13%
1C
661
111 Capital
France
$329K +$209K +1,100 +119%
PFA
662
Pure Financial Advisors
California
$328K +$208K +1,097 +119%
CII
663
Capital International Inc
California
$328K +$383K +2,016 New
MYIA
664
Mount Yale Investment Advisors
Colorado
$327K -$73.7K -388 -16%
QI
665
Qtron Investments
Massachusetts
$326K +$570 +3 +0.1%
LFP
666
Leeward Financial Partners
Washington
$325K
SWM
667
Spire Wealth Management
Virginia
$324K +$2.09K +11 +0.6%
PFM
668
Patton Fund Management
Texas
$322K +$191K +1,006 +103%
FTWA
669
Fifth Third Wealth Advisors
Ohio
$318K +$37K +195 +11%
GAM
670
Groupama Asset Management
France
$317K -$859K -4,523 -70%
TG
671
TCW Group
California
$315K +$18K +95 +5%
MWM
672
Maridea Wealth Management
New York
$314K +$87.8K +462 +31%
VAM
673
Verity Asset Management
North Carolina
$313K +$85.5K +450 +30%
RIL
674
Rothschild Investment LLC
Illinois
$313K +$324K +1,704 +771%
EC
675
EntryPoint Capital
New York
$313K +$366K +1,925 New