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