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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
LS
826
Livforsakringsbolaget Skandia
Sweden
$128K
RCM
827
Raleigh Capital Management
North Carolina
$127K +$3.42K +18 +2%
NONA
828
Ninety One North America
New York
$125K -$85.7K -451 -37%
TFA
829
Toth Financial Advisory
Virginia
$125K
TWC
830
TD Waterhouse Canada
Ontario, Canada
$124K +$50K +263 +51%
BCWM
831
Bartlett & Co Wealth Management
Ohio
$122K -$1.71K -9 -1%
SOW
832
State of Wyoming
Wyoming
$115K +$17.3K +91 +15%
WTC
833
WhitTier Trust Company
Nevada
$109K -$6.84K -36 -5%
PCM
834
Penserra Capital Management
California
$106K +$3.99K +21 +3%
SAM
835
S.A. Mason
Michigan
$106K
PFBT
836
Parkside Financial Bank & Trust
Missouri
$105K -$37K -195 -23%
GWM
837
Geneos Wealth Management
Colorado
$105K -$790K -4,161 -87%
LSA
838
Leonteq Securities AG
Switzerland
$99.9K -$276K -1,455 -70%
BCV
839
Banque Cantonale Vaudoise
Switzerland
$99K +$115K +607 New
KSB
840
Kennebec Savings Bank
Maine
$97.5K
B
841
Bayban
Minnesota
$97.5K +$114K +600 New
LFASL
842
Lugano Financial Advisors SA (LFA)
Switzerland
$96.5K
HI
843
Harbour Investments
Wisconsin
$93.5K -$3.04K -16 -3%
BWA
844
Basecamp Wealth Advisors
Washington
$90K +$1.33K +7 +1%
SGK
845
Steigerwald Gordon & Koch
Virginia
$89.4K -$13.5K -71 -11%
QC
846
Quent Capital
New York
$85.1K -$7.03K -37 -7%
IAAG
847
Innovative Asset Advisors Group
Connecticut
$81.9K +$95.4K +502 New
CSP
848
Cary Street Partners
Virginia
$79.8K -$45K -237 -33%
CCM
849
Chilton Capital Management
Texas
$78.3K
CCWM
850
Cassaday & Co Wealth Management
Virginia
$78K +$91.2K +480 New