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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
FFL
976
Financial Freedom LLC
Ohio
$6.5K +$7.6K +40 New
RA
977
Rational Advisors
New York
$6.34K
KAS
978
Kemnay Advisory Services
New York
$6.34K +$7.41K +39 New
FFA
979
Frazier Financial Advisors
Ohio
$6.17K
SFG
980
Strive Financial Group
Indiana
$6K
GAAM
981
Guinness Atkinson Asset Management
California
$5.85K
ECA
982
Elevated Capital Advisors
Utah
$5.52K -$5.51K -29 -46%
KFG
983
Kingdom Financial Group
Arizona
$5.52K
LAS
984
Lloyd Advisory Services
Georgia
$5.52K +$6.46K +34 New
GCM
985
Gunpowder Capital Management
Maryland
$5.2K -$3.42K -18 -36%
AW
986
Avion Wealth
Texas
$5K +$2.28K +12 +60%
SIS
987
Strategic Investment Solutions
Illinois
$4.88K
CIAS
988
CBIZ Investment Advisory Services
Ohio
$4.74K -$1.52K -8 -22%
DI
989
DAGCO Inc
Ohio
$4.71K
BLC
990
Brown, Lisle/Cummings
Rhode Island
$4.06K
CI
991
Clal Insurance
Israel
$4K -$17.3K -91 -77%
SFS
992
Sunrise Financial Services
Washington
$3.74K
LFA
993
LGT Financial Advisors
Texas
$3.63K
KG
994
Kilter Group
New York
$3.41K +$380 +2 +11%
NFSG
995
Newbridge Financial Services Group
Florida
$3.25K
Q1WB
996
Quest 10 Wealth Builders
Virginia
$3.25K
SSG
997
Summit Securities Group
New York
$3.09K -$29.3K -154 -89%
HNW
998
High Note Wealth
Minnesota
$3.09K +$3.61K +19 New
AWM
999
Abound Wealth Management
Tennessee
$2.92K
ME
1000
McIlrath & Eck
Washington
$2.92K