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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
FB
801
Fulton Bank
Pennsylvania
$208K +$5.13K +27 +2%
Simplex Trading
802
Simplex Trading
Illinois
$207K +$242K +1,273 New
OAM
803
Oxford Asset Management
United Kingdom
$207K +$242K +1,272 New
TFA
804
Tranquilli Financial Advisor
New Jersey
$203K +$237K +1,247 New
HPCM
805
Hunter Perkins Capital Management
Illinois
$202K +$235K +1,236 New
PE
806
PCM Encore
Colorado
$202K +$6.27K +33 +3%
CIAM
807
Caitong International Asset Management
Hong Kong
$202K +$123K +645 +108%
SFC
808
SYM Financial Corp
Indiana
$201K +$235K +1,237 New
ML
809
McAdam LLC
Pennsylvania
$200K +$40.1K +211 +21%
GWS
810
Greykasell Wealth Strategies
California
$196K
HDIM
811
Hanson & Doremus Investment Management
Vermont
$187K
CI
812
CX Institutional
Indiana
$186K -$89.9K -473 -29%
SCM
813
Sterling Capital Management
North Carolina
$181K -$51.7K -272 -20%
KFI
814
Key Financial Inc
Pennsylvania
$181K
MPWT
815
MassMutual Private Wealth & Trust
Connecticut
$169K -$9.12K -48 -4%
CT
816
Colonial Trust
South Carolina
$158K -$17.1K -90 -8%
MB
817
MidFirst Bank
Oklahoma
$155K +$65.9K +347 +57%
RMC
818
Resources Management Corp
Connecticut
$151K -$73.1K -385 -29%
AA
819
Ancora Advisors
Ohio
$144K +$96.3K +507 +134%
EDRH
820
Edmond de Rothschild Holding
Switzerland
$143K
SAM
821
Smartleaf Asset Management
Massachusetts
$142K -$33.6K -177 -17%
BTI
822
Blue Trust Inc
Georgia
$142K -$73.5K -387 -31%
DWP
823
Destiny Wealth Partners
Florida
$137K +$160K +842 New
Fidelity International
824
Fidelity International
Bermuda
$134K +$157K +827 New
QL
825
Quarry LP
New York
$131K +$73.5K +387 +92%