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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
BCM
676
Brookstone Capital Management
Illinois
$310K
NG
677
Norden Group
Utah
$310K
DE
678
Diversified Enterprises
Delaware
$310K
BWM
679
Baron Wealth Management
Michigan
$309K
KWM
680
KFG Wealth Management
Indiana
$308K
IA
681
IFP Advisors
Florida
$306K
GLA
682
Great Lakes Advisors
Illinois
$306K
MA
683
MONECO Advisors
Connecticut
$304K
CAG
684
Crestwood Advisors Group
Massachusetts
$301K
SGAM
685
Smith Group Asset Management
Texas
$301K
Verition Fund Management
686
Verition Fund Management
Connecticut
$300K
BIM
687
Bridges Investment Management
Nebraska
$299K
DWP
688
Daymark Wealth Partners
Ohio
$299K
USCWA
689
U.S. Capital Wealth Advisors
Texas
$298K
TCBWMS
690
Texas Capital Bank Wealth Management Services
Texas
$297K
IBOK
691
Independence Bank of Kentucky
Kentucky
$296K
AWA
692
Arkadios Wealth Advisors
Georgia
$295K
MIM
693
Marco Investment Management
Georgia
$294K
HNB
694
Huntington National Bank
Ohio
$294K
TCWA
695
Turtle Creek Wealth Advisors
Texas
$293K
FWM
696
Forza Wealth Management
Florida
$292K
CJ
697
Caitlin John
Michigan
$292K
SL
698
Sentinus LLC
Illinois
$290K
TCIIS
699
TIAA-CREF Individual & Institutional Services
New York
$290K
BWP
700
Burling Wealth Partners
Illinois
$289K