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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
AFC
951
Ares Financial Consulting
California
$12.3K +$6.08K +32 +71%
STB
952
S&T Bank
Pennsylvania
$11.9K
GK
953
Graney & King
New York
$11.4K
MIM
954
MTM Investment Management
South Carolina
$10.7K
CMP
955
Coston McIsaac & Partners
Maine
$10K
APW
956
Aventura Private Wealth
Florida
$9.91K +$1.9K +10 +20%
RF
957
Rossby Financial
Florida
$9.76K +$7.03K +37 +154%
FGA
958
Fortis Group Advisors
New Jersey
$8.61K
VWM
959
Valley Wealth Managers
New Jersey
$8.45K
TCM
960
Triumph Capital Management
Colorado
$8.3K +$7.79K +41 +410%
MAM
961
Meeder Asset Management
Ohio
$8.29K -$3.42K -18 -26%
SR
962
Swiss Re
Switzerland
$8.29K
AG
963
AmeriFlex Group
Nevada
$8.12K
VR
964
Vision Retirement
New Jersey
$8.12K
WBC
965
West Branch Capital
Massachusetts
$8.12K
SMBT
966
Southern Michigan Bank & Trust
Michigan
$8.12K +$9.5K +50 New
TAR
967
Trask Adam Roland
$8.12K +$9.5K +50 New
AGWCA
968
Annis Gardner Whiting Capital Advisors
Florida
$7.99K +$950 +5 +11%
FPF
969
First Pacific Financial
Washington
$7.64K +$2.85K +15 +47%
VERPA
970
Virginia Estate & Retirement Planning Advisors
Virginia
$7.47K +$8.74K +46 New
GJIA
971
Glass Jacobson Investment Advisors
Maryland
$7.31K
JWM
972
JPL Wealth Management
Colorado
$7.31K +$8.55K +45 New
HFS
973
Horizon Financial Services
North Carolina
$6.99K +$6.27K +33 +330%
NSIM
974
North Star Investment Management
Illinois
$6.82K -$2.47K -13 -24%
AIS
975
Advocate Investing Services
Maryland
$6.66K