We are live on ! Find out more
BR icon

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
PWMG
926
Private Wealth Management Group
New Jersey
$18.6K +$8.55K +45 +65%
MWM
927
Mascoma Wealth Management
New Hampshire
$18K
FHC
928
First Horizon Corporation
Tennessee
$17.9K +$760 +4 +4%
OC
929
Oakworth Capital
Alabama
$17.7K
MCM
930
Manchester Capital Management
Vermont
$17.4K -$7.03K -37 -26%
SL
931
Salomon & Ludwin
Virginia
$17.2K -$7.6K -40 -27%
WWM
932
Wolff Wiese Magana
California
$17.1K +$950 +5 +5%
CPG
933
Cornerstone Planning Group
New Jersey
$16.6K +$7.41K +39 +55%
RCM
934
Richardson Capital Management
Wisconsin
$16.2K
API
935
Asset Planning Inc
California
$16.1K
TFA
936
Transamerica Financial Advisors
Florida
$15.7K +$8.55K +45 +88%
AWM
937
Activest Wealth Management
Florida
$15.6K +$14.8K +78 +433%
MFP
938
Meramec Financial Planners
Missouri
$15.2K
CT
939
Caldwell Trust
Florida
$15.1K
SS
940
Sunbelt Securities
Texas
$14.9K
SC
941
Solstein Capital
California
$14.8K +$17.3K +91 New
LHEI
942
Leo H. Evart Inc
California
$14.6K +$17.1K +90 New
KFAS
943
Keating Financial Advisory Services
Kansas
$14.5K +$1.71K +9 +11%
GCP
944
Gill Capital Partners
Colorado
$14.3K +$16.7K +88 New
TPWA
945
Twin Peaks Wealth Advisors
California
$14.1K +$16.5K +87 New
CAL
946
Capital Analysts LLC
Pennsylvania
$14K
BIA
947
Bell Investment Advisors
California
$13.6K +$8.93K +47 +127%
BIAS
948
Beacon Investment Advisory Services
New Jersey
$13.3K +$15.6K +82 New
FMII
949
Farmers & Merchants Investments Inc
Nebraska
$13.3K
TTIC
950
Tower Trust & Investment Company
Iowa
$12.7K