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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
MGIA
1151
Moneta Group Investment Advisors
Missouri
-$257K -1,153 Closed
NPFS
1152
Novak & Powell Financial Services
Florida
-$257K -1,152 Closed
BLWM
1153
Bucket List Wealth Management
Florida
-$253K -1,134 Closed
S
1154
Storgate
Texas
-$253K -1,132 Closed
PNC
1155
Park National Corp
Ohio
-$252K -1,127 Closed
DFA
1156
Davies Financial Advisors
California
-$250K -1,119 Closed
BF
1157
Brogan Financial
Tennessee
-$247K -1,108 Closed
AWM
1158
Aprio Wealth Management
Georgia
-$247K -1,105 Closed
HCM
1159
Hudson Capital Management
New Jersey
-$246K -1,104 Closed
TBT
1160
Texas Bank & Trust
Texas
-$245K -1,100 Closed
DS
1161
DRW Securities
Illinois
-$245K -1,099 Closed
SWM
1162
Seaside Wealth Management
California
-$244K -1,095 Closed
SCTC
1163
Sanibel Captiva Trust Company
Florida
-$243K -1,087 Closed
CICI
1164
Capital Investment Counsel Inc
North Carolina
-$240K -1,077 Closed
PWM
1165
Perigon Wealth Management
California
-$240K -1,077 Closed
PFG
1166
Prosperity Financial Group
California
-$239K -1,071 Closed
EBA
1167
Eagle Bay Advisors
New York
-$238K -1,063 Closed
PBC
1168
Pavion Blue Capital
California
-$235K -1,053 Closed
PA
1169
Profund Advisors
Maryland
-$235K -1,052 Closed
AWP
1170
Ascent Wealth Partners
New York
-$235K -1,051 Closed
First Manhattan
1171
First Manhattan
New York
-$235K -1,050 Closed
MFA
1172
Mayflower Financial Advisors
Massachusetts
-$229K -1,024 Closed
CI Investments Inc
1173
CI Investments Inc
Ontario, Canada
-$228K -1,023 Closed
BWA
1174
Bestgate Wealth Advisors
Maryland
-$227K -1,017 Closed
APP
1175
Avantax Planning Partners
Iowa
-$227K -1,016 Closed