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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
NG
776
Navigation Group
California
$227K
TIA
777
Traphagen Investment Advisors
New Jersey
$227K
FFA
778
Fragasso Financial Advisors
Pennsylvania
$226K
PA
779
Parallel Advisors
California
$225K
KF
780
Krilogy Financial
Missouri
$223K
JSW
781
Journey Strategic Wealth
New Jersey
$223K
AB
782
Atlas Brown
Kentucky
$223K
FMI
783
Frec Markets Inc
California
$222K
VFA
784
Voya Financial Advisors
Connecticut
$219K
CAMG
785
CWA Asset Management Group
Florida
$219K
LSIA
786
LaSalle St. Investment Advisors
Illinois
$218K
DT
787
Diversified Trust
Tennessee
$218K
AI
788
Atom Investors
Texas
$218K
AIP
789
Ameritas Investment Partners
Nebraska
$217K
WG
790
Winton Group
United Kingdom
$216K
TPI
791
Trust Point Inc
Wisconsin
$214K
PWG
792
Portside Wealth Group
Utah
$213K
UB
793
UMB Bank
Missouri
$213K
LJHT
794
Laurie J. Hall Trustee
$211K
PIM
795
Penobscot Investment Management
Massachusetts
$211K
BHC
796
Bull Harbor Capital
Maryland
$209K
EBSAM
797
Eubel Brady & Suttman Asset Management
Ohio
$209K
WTA
798
Washington Trust Advisors
Massachusetts
$209K
BRWA
799
B. Riley Wealth Advisors
Florida
$208K
FB
800
Fulton Bank
Pennsylvania
$208K