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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
CCA
676
Childress Capital Advisors
Texas
$312K +$89.7K +472 +33%
BCM
677
Brookstone Capital Management
Illinois
$310K +$363K +1,910 New
NG
678
Norden Group
Utah
$310K -$53.6K -282 -13%
DE
679
Diversified Enterprises
Delaware
$310K +$57.4K +302 +19%
BWM
680
Baron Wealth Management
Michigan
$309K +$181K +954 +101%
KWM
681
KFG Wealth Management
Indiana
$308K +$28.1K +148 +8%
IA
682
IFP Advisors
Florida
$306K -$55.5K -292 -13%
GLA
683
Great Lakes Advisors
Illinois
$306K -$142K -749 -28%
MA
684
MONECO Advisors
Connecticut
$304K +$25.5K +134 +8%
CAG
685
Crestwood Advisors Group
Massachusetts
$301K +$31.3K +165 +10%
SGAM
686
Smith Group Asset Management
Texas
$301K +$351K +1,850 New
Verition Fund Management
687
Verition Fund Management
Connecticut
$300K -$1.16M -6,083 -77%
BIM
688
Bridges Investment Management
Nebraska
$299K -$570 -3 -0.2%
DWP
689
Daymark Wealth Partners
Ohio
$299K +$164K +863 +89%
USCWA
690
U.S. Capital Wealth Advisors
Texas
$298K -$36.1K -190 -9%
TCBWMS
691
Texas Capital Bank Wealth Management Services
Texas
$297K +$40.1K +211 +13%
IBOK
692
Independence Bank of Kentucky
Kentucky
$296K
AWA
693
Arkadios Wealth Advisors
Georgia
$295K -$150K -790 -30%
MIM
694
Marco Investment Management
Georgia
$294K
HNB
695
Huntington National Bank
Ohio
$294K -$13.7K -72 -4%
TCWA
696
Turtle Creek Wealth Advisors
Texas
$293K -$562K -2,957 -62%
FWM
697
Forza Wealth Management
Florida
$292K
CJ
698
Caitlin John
Michigan
$292K +$103K +541 +43%
SL
699
Sentinus LLC
Illinois
$290K +$339K +1,787 New
TCIIS
700
TIAA-CREF Individual & Institutional Services
New York
$290K +$339K +1,783 New