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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
PCA
726
Pallas Capital Advisors
Massachusetts
$269K +$315K +1,656 New
MAM
727
Mystic Asset Management
Rhode Island
$267K
FFO
728
Fiduciary Family Office
Florida
$267K -$130K -683 -29%
EFMC
729
Empire Financial Management Company
New York
$264K
EB
730
Eastern Bank
Massachusetts
$263K -$4.18K -22 -1%
APA
731
Astoria Portfolio Advisors
New York
$261K +$47.7K +251 +18%
AIM
732
Arcadia Investment Management
Michigan
$260K
LA
733
LVW Advisors
New York
$259K -$468K -2,465 -61%
TC
734
TownSquare Capital
Utah
$258K -$386K -2,032 -56%
IWA
735
Icon Wealth Advisors
Texas
$258K -$356K -1,875 -54%
CTC
736
Central Trust Company
Missouri
$258K -$30.6K -161 -9%
TE
737
Tema ETFs
New York
$254K +$1.33K +7 +0.4%
PWMG
738
Prestige Wealth Management Group
New Jersey
$254K
WTB
739
Washington Trust Bank
Washington
$253K
GC
740
Gilbert & Cook
Iowa
$253K +$4.94K +26 +2%
PWPS
741
Pinnacle Wealth Planning Services
Ohio
$253K +$51.1K +269 +21%
PTC
742
Private Trust Company
Ohio
$252K -$4.18K -22 -1%
CC
743
Centiva Capital
New York
$252K +$295K +1,552 New
ACM
744
Advisors Capital Management
New Jersey
$251K -$17.3K -91 -6%
CAM
745
Campion Asset Management
Virginia
$251K -$3.99K -21 -1%
SVWAG
746
Sound View Wealth Advisors Group
Georgia
$251K -$570 -3 -0.2%
AIM
747
Advyzon Investment Management
Illinois
$250K +$22.4K +118 +8%
EAM
748
Erste Asset Management
Austria
$250K -$3.27M -17,190 -92%
CFSG
749
Clark Financial Services Group
Missouri
$250K +$19.9K +105 +7%
IQI
750
Integrated Quantitative Investments
Washington
$250K -$726K -3,824 -71%