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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
MWM
151
Moran Wealth Management
Florida
$11.1M +$12.9M +68,105 New
IWC
152
Integrated Wealth Concepts
Massachusetts
$10.9M +$6.17M +32,494 +93%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$10.8M +$231K +1,217 +2%
CIBC Asset Management
154
CIBC Asset Management
Ontario, Canada
$10.8M -$2.21M -11,635 -15%
DB
155
Danske Bank
Denmark
$10.5M -$456K -2,400 -4%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$10.5M +$8.18M +43,048 +200%
Mariner
157
Mariner
Kansas
$10.4M +$6.5M +34,208 +114%
MCM
158
McRae Capital Management
New Jersey
$10.2M +$1.31M +6,909 +12%
MCM
159
Mattern Capital Management
Colorado
$10.2M +$3.48M +18,333 +41%
Truist Financial
160
Truist Financial
North Carolina
$10.1M -$504K -2,655 -4%
Cerity Partners
161
Cerity Partners
New York
$10M +$7.81M +41,092 +198%
TC
162
TwinBeech Capital
New York
$10M +$11.7M +61,683 New
DLA
163
Douglas Lane & Associates
New York
$9.96M +$537K +2,829 +5%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$9.91M +$7.87M +41,425 +212%
WT
165
Washington Trust
Rhode Island
$9.8M +$536K +2,821 +5%
LA
166
LBP AM
France
$9.78M -$1.17M -6,168 -9%
VIA
167
Vanguard Investments Australia
Australia
$9.5M +$11.1M +58,473 New
KLWA
168
Kelly Lawrence W & Associates
California
$9.36M -$661K -3,477 -6%
Luther King Capital Management (LKCM)
169
Luther King Capital Management (LKCM)
Texas
$9.36M -$37.9M -199,524 -78%
Chevy Chase Trust
170
Chevy Chase Trust
Maryland
$9.35M -$326K -1,714 -3%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$9.25M
ProShare Advisors
172
ProShare Advisors
Maryland
$9.14M +$1.03M +5,427 +11%
FNBOO
173
First National Bank of Omaha
Nebraska
$9.11M +$656K +3,454 +7%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$9.05M +$1.25M +6,602 +13%
Prudential Financial
175
Prudential Financial
New Jersey
$8.98M -$241K -1,271 -2%