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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
NWS
1026
Nvest Wealth Strategies
Ohio
$1.3K
PWA
1027
Portus Wealth Advisors
North Carolina
$1.3K
S
1028
Sachetta
Massachusetts
$1.14K
HFS
1029
Hughes Financial Services
Virginia
$1.14K
WIM
1030
Westside Investment Management
California
$1.14K
HFM
1031
Harvest Fund Management
China
$1K
AP
1032
Aspect Partners
Virginia
$975
MHR
1033
Matthew Hamilton Rosenberg
$975
NL
1034
NVWM LLC
Pennsylvania
$975
BHWM
1035
Bay Harbor Wealth Management
Maryland
$974
TFM
1036
TFC Financial Management
Massachusetts
$650
IW
1037
Imprint Wealth
South Carolina
$650
MEG
1038
Millstone Evans Group
Colorado
$650
ACA
1039
American Capital Advisory
Idaho
$650
DF
1040
DecisionPoint Financial
Arizona
$488
BIM
1041
Breakwater Investment Management
Washington
$488
SEP
1042
Signature Equity Partners
Ohio
$487
MWC
1043
MBM Wealth Consultants
Missouri
$487
SGFG
1044
Silver Grove Financial Group
New York
$487
VWM
1045
Vermillion Wealth Management
Minnesota
$487
DF
1046
Dunhill Financial
United Kingdom
$476
HIA
1047
HFM Investment Advisors
New Jersey
$325
IWS
1048
Intentional Wealth Strategies
Colorado
$325
SIS
1049
Sound Income Strategies
Florida
$320
IRAG
1050
Investment Research & Advisory Group
Georgia
$163