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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
RWS
1001
Retirement Wealth Solutions
Wisconsin
$2.79K
GCM
1002
Gables Capital Management
Florida
$2.76K
LI
1003
LRI Investments
Florida
$2.6K
FMP
1004
Financial Management Professionals
Texas
$2.46K
DPW
1005
DiNuzzo Private Wealth
Pennsylvania
$2.44K
RWM
1006
Rialto Wealth Management
New York
$2.44K
GBT
1007
Grove Bank & Trust
Florida
$2.44K
HWP
1008
Highline Wealth Partners
California
$2.44K
JFGIW
1009
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29K
AA
1010
Addison Advisors
Vermont
$2.27K
JGIA
1011
Jackson Grant Investment Advisers
Connecticut
$2.11K
RTL
1012
Red Tortoise LLC
Georgia
$1.95K
CFM
1013
Cornerstone Financial Management
Massachusetts
$1.95K
WSFG
1014
Wall Street Financial Group
Illinois
$1.95K
CC
1015
Corsicana & Co
Texas
$1.94K
DWM
1016
Dogwood Wealth Management
Kansas
$1.79K
WETS
1017
Wealth Enhancement Trust Services
South Dakota
$1.79K
BH
1018
Burk Holdings
Oklahoma
$1.79K
BFS
1019
Bare Financial Services
Pennsylvania
$1.46K
RS
1020
Rakuten Securities
Japan
$1.46K
BW
1021
Basepoint Wealth
Iowa
$1.33K
MPW
1022
MASECO Private Wealth
$1.3K
PWA
1023
Physician Wealth Advisors
Utah
$1.3K
CWP
1024
Clark Wealth Partners
Illinois
$1.3K
CFG
1025
Clayton Financial Group
Missouri
$1.3K