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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

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: 1,1311,053 (-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
-78
Holders Change %
-6.9%
% of All Funds
12.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
134
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
PCM
1126
Prelude Capital Management
New York
-$306K -1,371 Closed
AM
1127
Atwater Malick
Pennsylvania
-$301K -1,349 Closed
EA
1128
Everpar Advisors
Oklahoma
-$300K -1,344 Closed
FCM
1129
Fieldview Capital Management
Michigan
-$300K -1,344 Closed
EL
1130
EWA LLC
Pennsylvania
-$287K -1,288 Closed
NP
1131
Nilsine Partners
Colorado
-$281K -1,261 Closed
FHA
1132
Flagship Harbor Advisors
Massachusetts
-$281K -1,260 Closed
AWM
1133
Accurate Wealth Management
Florida
-$278K -1,246 Closed
BWP
1134
BSW Wealth Partners
Colorado
-$278K -1,246 Closed
C
1135
Certuity
Florida
-$277K -1,241 Closed
AFG
1136
Albion Financial Group
Utah
-$277K -1,240 Closed
PFW
1137
Petros Family Wealth
Minnesota
-$272K -1,221 Closed
AP
1138
Advisors Preferred
Maryland
-$265K -1,204 Closed
BPFA
1139
Barnes Pettey Financial Advisors
Mississippi
-$268K -1,200 Closed
NPF
1140
Norris Perne & French
Michigan
-$268K -1,200 Closed
GSF
1141
Grove Street Fiduciary
New Hampshire
-$268K -1,199 Closed
AG
1142
Ascent Group
Virginia
-$266K -1,191 Closed
ET
1143
Equitable Trust
Tennessee
-$265K -1,189 Closed
HIC
1144
Harvey Investment Company
Kentucky
-$265K -1,188 Closed
TC
1145
Tannin Capital
North Carolina
-$262K -1,176 Closed
SWP
1146
Sagespring Wealth Partners
Tennessee
-$261K -1,171 Closed
CAM
1147
Cresset Asset Management
Illinois
-$261K -1,165 Closed
ACM
1148
Alta Capital Management
Utah
-$259K -1,161 Closed
CIA
1149
Choate Investment Advisors
Massachusetts
-$258K -1,158 Closed
CI
1150
Cigna Investments
Connecticut
-$258K -1,154 Closed