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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
ACM
901
Anfield Capital Management
California
$31.8K
PWAM
902
Private Wealth Asset Management
Iowa
$31.5K -$105K -555 -74%
BF
903
BOK Financial
Oklahoma
$31.4K +$11.2K +59 +44%
WPA
904
Wealth Preservation Advisors
Tennessee
$30.1K +$35.1K +185 New
HBW
905
Hazlett, Burt & Watson
West Virginia
$28K
BCM
906
Boreal Capital Management
Florida
$27.8K
ST
907
Smithfield Trust
Pennsylvania
$27K
WA
908
WPG Advisers
Maryland
$26.6K +$4.18K +22 +15%
HIA
909
Harbor Investment Advisory
Maryland
$26.2K -$36.9K -194 -55%
FFO
910
Fortitude Family Office
Arizona
$25.5K -$760 -4 -2%
TFIPS
911
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.2K
CA
912
CoreCap Advisors
Michigan
$25K +$9.5K +50 +48%
OAJ
913
Ogorek Anthony Joseph
New York
$25K +$190 +1 +0.6%
SIC
914
Salem Investment Counselors
North Carolina
$24.6K +$28.5K +150 New
FWA
915
Flagship Wealth Advisors
Massachusetts
$24.3K
GSEP
916
Golden State Equity Partners
California
$22.6K +$26.2K +138 New
CA
917
Clearstead Advisors
Ohio
$22.4K -$65.2K -343 -71%
BWL
918
Bogart Wealth LLC
Virginia
$22.2K +$1.9K +10 +8%
FPB
919
First PREMIER Bank
South Dakota
$22K -$37K -195 -59%
JWA
920
JFS Wealth Advisors
Pennsylvania
$21.1K -$4.18K -22 -14%
VCM
921
Versant Capital Management
Arizona
$21K -$20.3K -107 -45%
MDA
922
Minot DeBlois Advisors
Massachusetts
$20.3K
CA
923
Crewe Advisors
Utah
$19.5K
VWA
924
Valued Wealth Advisors
Utah
$19.1K
EWP
925
Elevation Wealth Partners
California
$18.8K +$6.84K +36 +45%