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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
RCM
826
Raleigh Capital Management
North Carolina
$127K
NONA
827
Ninety One North America
New York
$125K
TFA
828
Toth Financial Advisory
Virginia
$125K
TWC
829
TD Waterhouse Canada
Ontario, Canada
$124K
BCWM
830
Bartlett & Co Wealth Management
Ohio
$122K
SOW
831
State of Wyoming
Wyoming
$115K
WTC
832
WhitTier Trust Company
Nevada
$109K
PCM
833
Penserra Capital Management
California
$106K
SAM
834
S.A. Mason
Michigan
$106K
PFBT
835
Parkside Financial Bank & Trust
Missouri
$105K
GWM
836
Geneos Wealth Management
Colorado
$105K
LSA
837
Leonteq Securities AG
Switzerland
$99.9K
BCV
838
Banque Cantonale Vaudoise
Switzerland
$99K
KSB
839
Kennebec Savings Bank
Maine
$97.5K
B
840
Bayban
Minnesota
$97.5K
LFASL
841
Lugano Financial Advisors SA (LFA)
Switzerland
$96.5K
HI
842
Harbour Investments
Wisconsin
$93.5K
BWA
843
Basecamp Wealth Advisors
Washington
$90K
SGK
844
Steigerwald Gordon & Koch
Virginia
$89.4K
QC
845
Quent Capital
New York
$85.1K
IAAG
846
Innovative Asset Advisors Group
Connecticut
$81.9K
CSP
847
Cary Street Partners
Virginia
$79.8K
CCM
848
Chilton Capital Management
Texas
$78.3K
CCWM
849
Cassaday & Co Wealth Management
Virginia
$78K
DFA
850
DHJJ Financial Advisors
Illinois
$77.7K