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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
PWAM
901
Private Wealth Asset Management
Iowa
$31.5K
BF
902
BOK Financial
Oklahoma
$31.4K
WPA
903
Wealth Preservation Advisors
Tennessee
$30.1K
HBW
904
Hazlett, Burt & Watson
West Virginia
$28K
BCM
905
Boreal Capital Management
Florida
$27.8K
ST
906
Smithfield Trust
Pennsylvania
$27K
WA
907
WPG Advisers
Maryland
$26.6K
HIA
908
Harbor Investment Advisory
Maryland
$26.2K
FFO
909
Fortitude Family Office
Arizona
$25.5K
TFIPS
910
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.2K
CA
911
CoreCap Advisors
Michigan
$25K
OAJ
912
Ogorek Anthony Joseph
New York
$25K
SIC
913
Salem Investment Counselors
North Carolina
$24.6K
FWA
914
Flagship Wealth Advisors
Massachusetts
$24.3K
GSEP
915
Golden State Equity Partners
California
$22.6K
CA
916
Clearstead Advisors
Ohio
$22.4K
BWL
917
Bogart Wealth LLC
Virginia
$22.2K
FPB
918
First PREMIER Bank
South Dakota
$22K
JWA
919
JFS Wealth Advisors
Pennsylvania
$21.1K
VCM
920
Versant Capital Management
Arizona
$21K
MDA
921
Minot DeBlois Advisors
Massachusetts
$20.3K
CA
922
Crewe Advisors
Utah
$19.5K
VWA
923
Valued Wealth Advisors
Utah
$19.1K
EWP
924
Elevation Wealth Partners
California
$18.8K
PWMG
925
Private Wealth Management Group
New Jersey
$18.6K