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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
STB
951
S&T Bank
Pennsylvania
$11.9K
GK
952
Graney & King
New York
$11.4K
MIM
953
MTM Investment Management
South Carolina
$10.7K
CMP
954
Coston McIsaac & Partners
Maine
$10K
APW
955
Aventura Private Wealth
Florida
$9.91K
RF
956
Rossby Financial
Florida
$9.76K
FGA
957
Fortis Group Advisors
New Jersey
$8.61K
VWM
958
Valley Wealth Managers
New Jersey
$8.45K
TCM
959
Triumph Capital Management
Colorado
$8.3K
MAM
960
Meeder Asset Management
Ohio
$8.29K
SR
961
Swiss Re
Switzerland
$8.29K
AG
962
AmeriFlex Group
Nevada
$8.12K
VR
963
Vision Retirement
New Jersey
$8.12K
WBC
964
West Branch Capital
Massachusetts
$8.12K
SMBT
965
Southern Michigan Bank & Trust
Michigan
$8.12K
TAR
966
Trask Adam Roland
$8.12K
AGWCA
967
Annis Gardner Whiting Capital Advisors
Florida
$7.99K
FPF
968
First Pacific Financial
Washington
$7.64K
VERPA
969
Virginia Estate & Retirement Planning Advisors
Virginia
$7.47K
GJIA
970
Glass Jacobson Investment Advisors
Maryland
$7.31K
JWM
971
JPL Wealth Management
Colorado
$7.31K
HFS
972
Horizon Financial Services
North Carolina
$6.99K
NSIM
973
North Star Investment Management
Illinois
$6.82K
AIS
974
Advocate Investing Services
Maryland
$6.66K
FFL
975
Financial Freedom LLC
Ohio
$6.5K