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Broadridge

1,047 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, 431 increasing their positions, 315 reducing their positions, and 189 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: 1,1271,047 (-80)

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: 189

Holders
1,047
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
GBT
1001
Grove Bank & Trust
Florida
$2.44K
HWP
1002
Highline Wealth Partners
California
$2.44K
JFGIW
1003
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29K
AA
1004
Addison Advisors
Vermont
$2.27K
JGIA
1005
Jackson Grant Investment Advisers
Connecticut
$2.11K
RTL
1006
Red Tortoise LLC
Georgia
$1.95K
CFM
1007
Cornerstone Financial Management
Massachusetts
$1.95K
WSFG
1008
Wall Street Financial Group
Illinois
$1.95K
CC
1009
Corsicana & Co
Texas
$1.94K
DWM
1010
Dogwood Wealth Management
Kansas
$1.79K
WETS
1011
Wealth Enhancement Trust Services
South Dakota
$1.79K
BH
1012
Burk Holdings
Oklahoma
$1.79K
BFS
1013
Bare Financial Services
Pennsylvania
$1.46K
RS
1014
Rakuten Securities
Japan
$1.46K
BW
1015
Basepoint Wealth
Iowa
$1.33K
MPW
1016
MASECO Private Wealth
$1.3K
PWA
1017
Physician Wealth Advisors
Utah
$1.3K
CWP
1018
Clark Wealth Partners
Illinois
$1.3K
CFG
1019
Clayton Financial Group
Missouri
$1.3K
PWA
1020
Portus Wealth Advisors
North Carolina
$1.3K
NWS
1021
Nvest Wealth Strategies
Ohio
$1.3K
S
1022
Sachetta
Massachusetts
$1.14K
WIM
1023
Westside Investment Management
California
$1.14K
HFS
1024
Hughes Financial Services
Virginia
$1.14K
HFM
1025
Harvest Fund Management
China
$1K