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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
EP
851
Essential Partners
California
$75.4K
TCOT
852
Trust Company of Toledo
Ohio
$73.3K
CT
853
Clearstead Trust
Maine
$72.3K
CI
854
Corient IA
Florida
$71.5K
Acadian Asset Management
855
Acadian Asset Management
Massachusetts
$71K
AF
856
Advisornet Financial
Minnesota
$68.2K
AAG
857
Armstrong Advisory Group
Massachusetts
$67.3K
DJSG
858
D.J. St. Germain
Massachusetts
$65.5K
CSB
859
City State Bank
Iowa
$65.3K
CAL
860
Capital Advisors Ltd
Ohio
$64K
FNWA
861
Financial Network Wealth Advisors
Utah
$63.4K
TWD
862
True Wealth Design
Ohio
$60.9K
FCAS
863
First Command Advisory Services
Texas
$60.6K
CH
864
Cromwell Holdings
Wyoming
$60K
SC
865
SouthState Corp
Florida
$59.6K
SIC
866
SJS Investment Consulting
Ohio
$58.3K
OWA
867
Opal Wealth Advisors
New York
$58.2K
PB
868
Pinnacle Bancorp
Nebraska
$57.5K
MWPCG
869
Measured Wealth Private Client Group
New Hampshire
$57.5K
MCM
870
MV Capital Management
Maryland
$56.4K
SC
871
Steph & Co
Wisconsin
$53.3K
GXJ
872
Global X Japan
Japan
$52.5K
SS
873
SBI Securities
Japan
$52.5K
C
874
Covestor
United Kingdom
$52K
OL
875
OneFund LLC
Florida
$51.5K