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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
12.98%
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
LCM
751
Legato Capital Management
California
$250K
MNA
752
Manning & Napier Advisors
New York
$248K +$288K +1,517 New
PWMAG
753
Pinnacle Wealth Management Advisory Group
New Jersey
$246K -$4.75K -25 -2%
PCM
754
Prana Capital Management
Connecticut
$246K +$287K +1,513 New
DAS
755
Dynamic Advisor Solutions
Arizona
$245K +$34.6K +182 +14%
SWM
756
SHP Wealth Management
Massachusetts
$245K +$570 +3 +0.2%
SPA
757
Shore Point Advisors
New Jersey
$244K
AIM
758
Anchor Investment Management
South Carolina
$244K
DT
759
DV Trading
Illinois
$244K +$266K +1,400 +1,400%
OL
760
Optas LLC
Texas
$242K -$74.1K -390 -21%
SCM
761
Stonehearth Capital Management
Massachusetts
$240K
AC
762
Apella Capital
Connecticut
$240K +$4.75K +25 +2%
SCA
763
Snowden Capital Advisors
New York
$239K -$122K -642 -30%
KCA
764
Kastel Capital Advisors
Massachusetts
$238K
IIM
765
Ipswich Investment Management
Massachusetts
$238K
JWCA
766
J.W. Cole Advisors
Florida
$237K -$34.8K -183 -11%
GM
767
GeoWealth Management
Illinois
$237K +$65.7K +346 +31%
AO
768
Advisor OS
Illinois
$235K +$36.1K +190 +15%
AC
769
AlphaCore Capital
California
$234K -$37.4K -197 -12%
Calamos Advisors
770
Calamos Advisors
Illinois
$233K +$273K +1,435 New
CWM
771
Calamos Wealth Management
Illinois
$233K +$273K +1,435 New
NWMG
772
National Wealth Management Group
Ohio
$233K -$11.2K -59 -4%
SHF
773
Safe Harbor Fiduciary
Florida
$233K +$26.2K +138 +11%
OCA
774
OpenArc Corporate Advisory
Georgia
$231K +$270K +1,420 New
RCM
775
Radnor Capital Management
Pennsylvania
$229K