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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
MAM
726
Mystic Asset Management
Rhode Island
$267K
FFO
727
Fiduciary Family Office
Florida
$267K
EFMC
728
Empire Financial Management Company
New York
$264K
EB
729
Eastern Bank
Massachusetts
$263K
APA
730
Astoria Portfolio Advisors
New York
$261K
AIM
731
Arcadia Investment Management
Michigan
$260K
LA
732
LVW Advisors
New York
$259K
TC
733
TownSquare Capital
Utah
$258K
IWA
734
Icon Wealth Advisors
Texas
$258K
CTC
735
Central Trust Company
Missouri
$258K
TE
736
Tema ETFs
New York
$254K
PWMG
737
Prestige Wealth Management Group
New Jersey
$254K
WTB
738
Washington Trust Bank
Washington
$253K
GC
739
Gilbert & Cook
Iowa
$253K
PWPS
740
Pinnacle Wealth Planning Services
Ohio
$253K
PTC
741
Private Trust Company
Ohio
$252K
CC
742
Centiva Capital
New York
$252K
ACM
743
Advisors Capital Management
New Jersey
$251K
CAM
744
Campion Asset Management
Virginia
$251K
SVWAG
745
Sound View Wealth Advisors Group
Georgia
$251K
AIM
746
Advyzon Investment Management
Illinois
$250K
EAM
747
Erste Asset Management
Austria
$250K
CFSG
748
Clark Financial Services Group
Missouri
$250K
IQI
749
Integrated Quantitative Investments
Washington
$250K
LCM
750
Legato Capital Management
California
$250K