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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
DWM
776
Diversify Wealth Management
Utah
$228K +$269K +1,417 New
NG
777
Navigation Group
California
$227K +$266K +1,400 New
TIA
778
Traphagen Investment Advisors
New Jersey
$227K +$190 +1 +0.1%
FFA
779
Fragasso Financial Advisors
Pennsylvania
$226K +$80.4K +423 +44%
PA
780
Parallel Advisors
California
$225K +$56K +295 +27%
KF
781
Krilogy Financial
Missouri
$223K +$261K +1,375 New
JSW
782
Journey Strategic Wealth
New Jersey
$223K +$261K +1,372 New
AB
783
Atlas Brown
Kentucky
$223K +$1.14K +6 +0.4%
FMI
784
Frec Markets Inc
California
$222K +$259K +1,365 New
VFA
785
Voya Financial Advisors
Connecticut
$219K -$29.6K -156 -10%
CAMG
786
CWA Asset Management Group
Florida
$219K -$45.2K -238 -15%
LSIA
787
LaSalle St. Investment Advisors
Illinois
$218K -$5.32K -28 -2%
DT
788
Diversified Trust
Tennessee
$218K -$85.9K -452 -25%
AI
789
Atom Investors
Texas
$218K +$255K +1,342 New
AIP
790
Ameritas Investment Partners
Nebraska
$217K +$190 +1 +0.1%
WG
791
Winton Group
United Kingdom
$216K +$252K +1,328 New
TPI
792
Trust Point Inc
Wisconsin
$214K -$52.2K -275 -17%
PWG
793
Portside Wealth Group
Utah
$213K -$69.7K -367 -22%
UB
794
UMB Bank
Missouri
$213K +$20.9K +110 +9%
LJHT
795
Laurie J. Hall Trustee
$211K -$19K -100 -7%
PIM
796
Penobscot Investment Management
Massachusetts
$211K
BHC
797
Bull Harbor Capital
Maryland
$209K +$245K +1,288 New
EBSAM
798
Eubel Brady & Suttman Asset Management
Ohio
$209K +$32.1K +169 +15%
WTA
799
Washington Trust Advisors
Massachusetts
$209K
BRWA
800
B. Riley Wealth Advisors
Florida
$208K -$44.3K -233 -15%