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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
OL
876
OneFund LLC
Florida
$51.5K -$3.23K -17 -5%
HPC
877
HM Payson & Co
Maine
$50.4K
MA
878
Montag & Associates
Georgia
$49K
KTC
879
Kentucky Trust Company
Kentucky
$48.7K
RBC
880
Roble Belko & Company
Pennsylvania
$48K
BOJHT
881
Bank of Jackson Hole Trust
Wyoming
$47.1K +$2.85K +15 +5%
RFG
882
REAP Financial Group
Texas
$43.1K +$11.8K +62 +31%
MSWA
883
Marshall & Sterling Wealth Advisors
New York
$42.7K
BGAI
884
Bruce G. Allen Investments
Colorado
$42.1K +$10.8K +57 +28%
WB
885
Webster Bank
Connecticut
$41.9K
ADL
886
Asset Dedication LLC
California
$41.1K
CFO
887
CVA Family Office
Colorado
$40.8K +$24.9K +131 +109%
BSB
888
Bangor Savings Bank
Maine
$40.6K
OCWP
889
Owl Creek Wealth Partners
Colorado
$39.3K +$46K +242 New
PMFA
890
Plante Moran Financial Advisors
Michigan
$38.4K -$23.7K -125 -35%
RFP
891
Root Financial Partners
California
$37.5K -$4.94K -26 -10%
NL
892
NorthAvenue LLC
Ohio
$37.2K
FRA
893
Front Row Advisors
California
$36.8K
EWM
894
Evolution Wealth Management
Florida
$35.7K +$41.8K +220 New
TSMHT
895
Thurston Springer Miller Herd & Titak
Indiana
$35.3K -$562K -2,960 -93%
PSB
896
Piscataqua Savings Bank
New Hampshire
$34.9K
TC
897
Truvestments Capital
Florida
$34.7K
LWM
898
Lodestone Wealth Management
Washington
$33.3K +$5.89K +31 +18%
CW
899
Curio Wealth
Maryland
$32.8K +$380 +2 +1%
OCM
900
Osterweis Capital Management
California
$32.3K