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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
DFA
851
DHJJ Financial Advisors
Illinois
$77.7K
EP
852
Essential Partners
California
$75.4K +$72.6K +382 +466%
TCOT
853
Trust Company of Toledo
Ohio
$73.3K +$190 +1 +0.2%
CT
854
Clearstead Trust
Maine
$72.3K -$13.5K -71 -14%
CI
855
Corient IA
Florida
$71.5K +$83.6K +440 New
Acadian Asset Management
856
Acadian Asset Management
Massachusetts
$71K -$9.12K -48 -10%
AF
857
Advisornet Financial
Minnesota
$68.2K -$3.04K -16 -4%
AAG
858
Armstrong Advisory Group
Massachusetts
$67.3K
DJSG
859
D.J. St. Germain
Massachusetts
$65.5K
CSB
860
City State Bank
Iowa
$65.3K +$57K +300 +294%
CAL
861
Capital Advisors Ltd
Ohio
$64K -$5.13K -27 -6%
FNWA
862
Financial Network Wealth Advisors
Utah
$63.4K -$7.6K -40 -9%
TWD
863
True Wealth Design
Ohio
$60.9K +$58.7K +309 +468%
FCAS
864
First Command Advisory Services
Texas
$60.6K -$10.1K -53 -12%
CH
865
Cromwell Holdings
Wyoming
$60K +$1.9K +10 +3%
SC
866
SouthState Corp
Florida
$59.6K +$760 +4 +1%
SIC
867
SJS Investment Consulting
Ohio
$58.3K +$65.2K +343 +2,144%
OWA
868
Opal Wealth Advisors
New York
$58.2K +$68K +358 New
PB
869
Pinnacle Bancorp
Nebraska
$57.5K
MWPCG
870
Measured Wealth Private Client Group
New Hampshire
$57.5K +$5.7K +30 +9%
MCM
871
MV Capital Management
Maryland
$56.4K +$9.5K +50 +17%
SC
872
Steph & Co
Wisconsin
$53.3K -$31.7K -167 -34%
GXJ
873
Global X Japan
Japan
$52.5K -$24.1K -127 -28%
SS
874
SBI Securities
Japan
$52.5K +$2.28K +12 +4%
C
875
Covestor
United Kingdom
$52K -$34.4K -181 -36%