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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
PCM
1126
Prelude Capital Management
New York
AM
1127
Atwater Malick
Pennsylvania
EA
1128
Everpar Advisors
Oklahoma
FCM
1129
Fieldview Capital Management
Michigan
EL
1130
EWA LLC
Pennsylvania
NP
1131
Nilsine Partners
Colorado
FHA
1132
Flagship Harbor Advisors
Massachusetts
AWM
1133
Accurate Wealth Management
Florida
BWP
1134
BSW Wealth Partners
Colorado
C
1135
Certuity
Florida
AFG
1136
Albion Financial Group
Utah
PFW
1137
Petros Family Wealth
Minnesota
AP
1138
Advisors Preferred
Maryland
BPFA
1139
Barnes Pettey Financial Advisors
Mississippi
NPF
1140
Norris Perne & French
Michigan
GSF
1141
Grove Street Fiduciary
New Hampshire
AG
1142
Ascent Group
Virginia
ET
1143
Equitable Trust
Tennessee
HIC
1144
Harvey Investment Company
Kentucky
TC
1145
Tannin Capital
North Carolina
SWP
1146
Sagespring Wealth Partners
Tennessee
CAM
1147
Cresset Asset Management
Illinois
ACM
1148
Alta Capital Management
Utah
CIA
1149
Choate Investment Advisors
Massachusetts
CI
1150
Cigna Investments
Connecticut