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