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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
MGIA
1151
Moneta Group Investment Advisors
Missouri
NPFS
1152
Novak & Powell Financial Services
Florida
BLWM
1153
Bucket List Wealth Management
Florida
S
1154
Storgate
Texas
PNC
1155
Park National Corp
Ohio
DFA
1156
Davies Financial Advisors
California
BF
1157
Brogan Financial
Tennessee
AWM
1158
Aprio Wealth Management
Georgia
HCM
1159
Hudson Capital Management
New Jersey
TBT
1160
Texas Bank & Trust
Texas
DS
1161
DRW Securities
Illinois
SWM
1162
Seaside Wealth Management
California
SCTC
1163
Sanibel Captiva Trust Company
Florida
CICI
1164
Capital Investment Counsel Inc
North Carolina
PWM
1165
Perigon Wealth Management
California
PFG
1166
Prosperity Financial Group
California
EBA
1167
Eagle Bay Advisors
New York
PBC
1168
Pavion Blue Capital
California
PA
1169
Profund Advisors
Maryland
AWP
1170
Ascent Wealth Partners
New York
First Manhattan
1171
First Manhattan
New York
MFA
1172
Mayflower Financial Advisors
Massachusetts
CI Investments Inc
1173
CI Investments Inc
Ontario, Canada
BWA
1174
Bestgate Wealth Advisors
Maryland
APP
1175
Avantax Planning Partners
Iowa