We are live on ! Find out more
BR icon

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
MIM
1176
Moseley Investment Management
Florida
FWCM
1177
Ferguson Wellman Capital Management
Oregon
FPH
1178
Financial Planning Hawaii
Hawaii
AC
1179
Avestar Capital
New York
BCM
1180
Brasada Capital Management
Texas
CSI
1181
Cross Staff Investments
New York
FFS
1182
Fischer Financial Services
Pennsylvania
JE
1183
JMAC Enterprises
Pennsylvania
AMIM
1184
Aull & Monroe Investment Management
Alabama
ACM
1185
Allred Capital Management
Texas
PAM
1186
Pegasus Asset Management
New York
PFG
1187
PAX Financial Group
Texas
GVAG
1188
Great Valley Advisor Group
Delaware
JCM
1189
Jacobsen Capital Management
Utah
WF
1190
Wayfinding Financial
Washington
CC
1191
Courier Capital
New York
LGF
1192
LGT Group Foundation
Liechtenstein
RFN
1193
RDA Financial Network
Iowa
WS
1194
Wedbush Securities
California
A
1195
AlphaQuest
New York
PP
1196
Patron Partners
Texas
FNBOH
1197
First National Bank of Hutchinson
Kansas
IWN
1198
Independent Wealth Network
Iowa
TFA
1199
Trinity Financial Advisors
Ohio
KWM
1200
Kingsview Wealth Management
Oregon