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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
SA
1001
Seneschal Advisors
Washington
$2.92K
RWS
1002
Retirement Wealth Solutions
Wisconsin
$2.79K -$5.32K -28 -62%
GCM
1003
Gables Capital Management
Florida
$2.76K
LI
1004
LRI Investments
Florida
$2.6K
FMP
1005
Financial Management Professionals
Texas
$2.46K -$368K -1,938 -99%
DPW
1006
DiNuzzo Private Wealth
Pennsylvania
$2.44K -$380 -2 -12%
RWM
1007
Rialto Wealth Management
New York
$2.44K +$1.33K +7 +88%
GBT
1008
Grove Bank & Trust
Florida
$2.44K
HWP
1009
Highline Wealth Partners
California
$2.44K +$1.71K +9 +150%
JFGIW
1010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29K
AA
1011
Addison Advisors
Vermont
$2.27K +$570 +3 +27%
JGIA
1012
Jackson Grant Investment Advisers
Connecticut
$2.11K
RTL
1013
Red Tortoise LLC
Georgia
$1.95K
CFM
1014
Cornerstone Financial Management
Massachusetts
$1.95K +$1.9K +10 +500%
WSFG
1015
Wall Street Financial Group
Illinois
$1.95K +$2.28K +12 New
CC
1016
Corsicana & Co
Texas
$1.94K
DWM
1017
Dogwood Wealth Management
Kansas
$1.79K -$570 -3 -21%
WETS
1018
Wealth Enhancement Trust Services
South Dakota
$1.79K
BH
1019
Burk Holdings
Oklahoma
$1.79K +$2.09K +11 New
BFS
1020
Bare Financial Services
Pennsylvania
$1.46K -$4.18K -22 -71%
RS
1021
Rakuten Securities
Japan
$1.46K +$1.52K +8 +800%
BW
1022
Basepoint Wealth
Iowa
$1.33K
MPW
1023
MASECO Private Wealth
$1.3K
PWA
1024
Physician Wealth Advisors
Utah
$1.3K -$1.14K -6 -43%
CWP
1025
Clark Wealth Partners
Illinois
$1.3K +$380 +2 +33%