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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
BWP
701
Burling Wealth Partners
Illinois
$289K -$512K -2,693 -60%
SAM
702
Strategy Asset Managers
California
$289K +$29.8K +157 +10%
GS
703
GWN Securities
Florida
$288K +$128K +674 +61%
WDC
704
Woodward Diversified Capital
California
$287K +$3.23K +17 +1%
AWP
705
Abacus Wealth Partners
California
$286K +$4.75K +25 +1%
SC
706
Syon Capital
California
$285K -$143K -755 -30%
WA
707
Wealth Alliance
New York
$284K -$18.6K -98 -5%
Balyasny Asset Management
708
Balyasny Asset Management
Illinois
$283K -$53.1M -279,480 -99%
ZBNA
709
Zions Bancorporation, National Association
Utah
$283K -$742K -3,906 -69%
MO
710
McMillan Office
Michigan
$283K
RAM
711
Redmond Asset Management
Virginia
$283K -$19K -100 -5%
CFGW
712
Chancellor Financial Group WB
Pennsylvania
$283K
MMPW
713
Mitchell McLeod Pugh & Williams
Alabama
$281K
PA
714
Prosperity Advisers
Pennsylvania
$281K
FIA
715
Foundations Investment Advisors
Arizona
$280K -$2.09K -11 -0.6%
SAI
716
Savvy Advisors Inc
New York
$279K -$173K -909 -35%
CCMG
717
Clark Capital Management Group
Pennsylvania
$278K -$8.74K -46 -3%
IFS
718
Ifrah Financial Services
Arkansas
$275K -$8.36K -44 -3%
BAWM
719
Bennett Associates Wealth Management
Pennsylvania
$274K +$43.5K +229 +16%
AWM
720
AE Wealth Management
Kansas
$274K +$51.9K +273 +19%
MWM
721
MBE Wealth Management
Wisconsin
$274K +$33.6K +177 +12%
BEW
722
Burton Enright Welch
California
$273K +$319K +1,681 New
CPCPP
723
Canada Post Corporation Pension Plan
Canada
$273K -$169K -890 -35%
MOS
724
MGO One Seven
Ohio
$271K +$13.9K +73 +5%
OIA
725
OneDigital Investment Advisors
Kansas
$271K -$124K -651 -28%