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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
MNA
751
Manning & Napier Advisors
New York
$248K
PWMAG
752
Pinnacle Wealth Management Advisory Group
New Jersey
$246K
PCM
753
Prana Capital Management
Connecticut
$246K
DAS
754
Dynamic Advisor Solutions
Arizona
$245K
SWM
755
SHP Wealth Management
Massachusetts
$245K
SPA
756
Shore Point Advisors
New Jersey
$244K
AIM
757
Anchor Investment Management
South Carolina
$244K
DT
758
DV Trading
Illinois
$244K
OL
759
Optas LLC
Texas
$242K
SCM
760
Stonehearth Capital Management
Massachusetts
$240K
AC
761
Apella Capital
Connecticut
$240K
SCA
762
Snowden Capital Advisors
New York
$239K
KCA
763
Kastel Capital Advisors
Massachusetts
$238K
IIM
764
Ipswich Investment Management
Massachusetts
$238K
JWCA
765
J.W. Cole Advisors
Florida
$237K
GM
766
GeoWealth Management
Illinois
$237K
AO
767
Advisor OS
Illinois
$235K
AC
768
AlphaCore Capital
California
$234K
Calamos Advisors
769
Calamos Advisors
Illinois
$233K
CWM
770
Calamos Wealth Management
Illinois
$233K
NWMG
771
National Wealth Management Group
Ohio
$233K
SHF
772
Safe Harbor Fiduciary
Florida
$233K
OCA
773
OpenArc Corporate Advisory
Georgia
$231K
RCM
774
Radnor Capital Management
Pennsylvania
$229K
DWM
775
Diversify Wealth Management
Utah
$228K