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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
SAM
701
Strategy Asset Managers
California
$289K
GS
702
GWN Securities
Florida
$288K
WDC
703
Woodward Diversified Capital
California
$287K
AWP
704
Abacus Wealth Partners
California
$286K
SC
705
Syon Capital
California
$285K
WA
706
Wealth Alliance
New York
$284K
Balyasny Asset Management
707
Balyasny Asset Management
Illinois
$283K
ZBNA
708
Zions Bancorporation, National Association
Utah
$283K
MO
709
McMillan Office
Michigan
$283K
RAM
710
Redmond Asset Management
Virginia
$283K
CFGW
711
Chancellor Financial Group WB
Pennsylvania
$283K
MMPW
712
Mitchell McLeod Pugh & Williams
Alabama
$281K
PA
713
Prosperity Advisers
Pennsylvania
$281K
FIA
714
Foundations Investment Advisors
Arizona
$280K
SAI
715
Savvy Advisors Inc
New York
$279K
CCMG
716
Clark Capital Management Group
Pennsylvania
$278K
IFS
717
Ifrah Financial Services
Arkansas
$275K
BAWM
718
Bennett Associates Wealth Management
Pennsylvania
$274K
AWM
719
AE Wealth Management
Kansas
$274K
MWM
720
MBE Wealth Management
Wisconsin
$274K
BEW
721
Burton Enright Welch
California
$273K
CPCPP
722
Canada Post Corporation Pension Plan
Canada
$273K
MOS
723
MGO One Seven
Ohio
$271K
OIA
724
OneDigital Investment Advisors
Kansas
$271K
PCA
725
Pallas Capital Advisors
Massachusetts
$269K