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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
LCOV
1201
London Company of Virginia
Virginia
-$206K -922 Closed
PCG
1202
Prosperity Consulting Group
Maryland
-$205K -920 Closed
SWM
1203
SeaCrest Wealth Management
New York
-$201K -915 Closed
SB
1204
Strategic Blueprint
Georgia
-$203K -908 Closed
KPWG
1205
KFA Private Wealth Group
Virginia
-$202K -905 Closed
CFM
1206
Catalyst Funds Management
Australia
-$201K -900 Closed
NAM
1207
NTV Asset Management
West Virginia
-$201K -900 Closed
UFF
1208
USA Financial Formulas
Michigan
-$168K -754 Closed
USB
1209
Union Savings Bank
Connecticut
-$138K -620 Closed
FAM
1210
Fulcrum Asset Management
United Kingdom
-$108K -480 Closed
LWANC
1211
Laurel Wealth Advisors (North Carolina)
North Carolina
-$102K -458 Closed
UCB
1212
United Community Bank
South Carolina
-$74.5K -334 Closed
IIM
1213
Intact Investment Management
Quebec, Canada
-$67K -300 Closed
SIM
1214
Sentry Investment Management
Wisconsin
-$59K -265 Closed
CPBTD
1215
Central Pacific Bank - Trust Division
Hawaii
-$48K -215 Closed
CIA
1216
Cape Investment Advisory
Georgia
-$41.3K -185 Closed
PB
1217
Prosperity Bancshares
Texas
-$27.7K -124 Closed
NRG
1218
Nemes Rush Group
Michigan
-$26.6K -119 Closed
GLF
1219
Groupe la Francaise
France
-$25.7K -115 Closed
WWA
1220
Wealth Watch Advisors
Colorado
-$17.4K -78 Closed
CFS
1221
CGC Financial Services
Oregon
-$15.4K -69 Closed
EW
1222
Elyxium Wealth
California
-$13.8K -62 Closed
RWM
1223
RMG Wealth Management
Wisconsin
-$7.3K -35 Closed
GWM
1224
Greenline Wealth Management
Florida
-$7.32K -33 Closed
HHMI
1225
Howard Hughes Medical Institute
Maryland
-$5.58K -25 Closed