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