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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
MIM
1176
Moseley Investment Management
Florida
-$225K -1,010 Closed
FWCM
1177
Ferguson Wellman Capital Management
Oregon
-$225K -1,007 Closed
FPH
1178
Financial Planning Hawaii
Hawaii
-$224K -1,005 Closed
AC
1179
Avestar Capital
New York
-$225K -1,002 Closed
BCM
1180
Brasada Capital Management
Texas
-$220K -1,000 Closed
CSI
1181
Cross Staff Investments
New York
-$223K -1,000 Closed
FFS
1182
Fischer Financial Services
Pennsylvania
-$223K -1,000 Closed
JE
1183
JMAC Enterprises
Pennsylvania
-$223K -1,000 Closed
AMIM
1184
Aull & Monroe Investment Management
Alabama
-$218K -976 Closed
ACM
1185
Allred Capital Management
Texas
-$216K -970 Closed
PAM
1186
Pegasus Asset Management
New York
-$216K -968 Closed
PFG
1187
PAX Financial Group
Texas
-$215K -962 Closed
GVAG
1188
Great Valley Advisor Group
Delaware
-$214K -957 Closed
JCM
1189
Jacobsen Capital Management
Utah
-$213K -956 Closed
WF
1190
Wayfinding Financial
Washington
-$214K -955 Closed
CC
1191
Courier Capital
New York
-$212K -950 Closed
LGF
1192
LGT Group Foundation
Liechtenstein
-$212K -939 Closed
RFN
1193
RDA Financial Network
Iowa
-$210K -939 Closed
WS
1194
Wedbush Securities
California
-$209K -939 Closed
A
1195
AlphaQuest
New York
-$208K -933 Closed
PP
1196
Patron Partners
Texas
-$208K -930 Closed
FNBOH
1197
First National Bank of Hutchinson
Kansas
-$207K -928 Closed
IWN
1198
Independent Wealth Network
Iowa
-$207K -928 Closed
TFA
1199
Trinity Financial Advisors
Ohio
-$207K -925 Closed
KWM
1200
Kingsview Wealth Management
Oregon
-$206K -924 Closed