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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
HPC
876
HM Payson & Co
Maine
$50.4K
MA
877
Montag & Associates
Georgia
$49K
KTC
878
Kentucky Trust Company
Kentucky
$48.7K
RBC
879
Roble Belko & Company
Pennsylvania
$48K
BOJHT
880
Bank of Jackson Hole Trust
Wyoming
$47.1K
RFG
881
REAP Financial Group
Texas
$43.1K
MSWA
882
Marshall & Sterling Wealth Advisors
New York
$42.7K
BGAI
883
Bruce G. Allen Investments
Colorado
$42.1K
WB
884
Webster Bank
Connecticut
$41.9K
ADL
885
Asset Dedication LLC
California
$41.1K
CFO
886
CVA Family Office
Colorado
$40.8K
BSB
887
Bangor Savings Bank
Maine
$40.6K
OCWP
888
Owl Creek Wealth Partners
Colorado
$39.3K
PMFA
889
Plante Moran Financial Advisors
Michigan
$38.4K
RFP
890
Root Financial Partners
California
$37.5K
NL
891
NorthAvenue LLC
Ohio
$37.2K
FRA
892
Front Row Advisors
California
$36.8K
EWM
893
Evolution Wealth Management
Florida
$35.7K
TSMHT
894
Thurston Springer Miller Herd & Titak
Indiana
$35.3K
PSB
895
Piscataqua Savings Bank
New Hampshire
$34.9K
TC
896
Truvestments Capital
Florida
$34.7K
LWM
897
Lodestone Wealth Management
Washington
$33.3K
CW
898
Curio Wealth
Maryland
$32.8K
OCM
899
Osterweis Capital Management
California
$32.3K
ACM
900
Anfield Capital Management
California
$31.8K