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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
BlackRock
1
BlackRock
New York
$1.79B +$91.4M +481,311 +5%
VCM
2
Vanguard Capital Management
Pennsylvania
$1.23B +$1.44B +7,592,770 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$1.03B +$1.21B +6,363,754 New
State Street
4
State Street
Massachusetts
$900M -$92.5M -487,095 -8%
AllianceBernstein
5
AllianceBernstein
Tennessee
$829M +$12.7M +66,606 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$561M +$20.9M +110,253 +3%
Charles Schwab
7
Charles Schwab
California
$549M +$506M +2,665,222 +375%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$404M -$28.6M -150,731 -6%
Barclays
9
Barclays
United Kingdom
$341M +$17.3M +90,970 +5%
Morgan Stanley
10
Morgan Stanley
New York
$329M -$389M -2,045,808 -50%
Invesco
11
Invesco
Georgia
$328M +$89.5M +471,006 +30%
Ameriprise
12
Ameriprise
Minnesota
$305M +$13.9M +73,379 +4%
Northern Trust
13
Northern Trust
Illinois
$292M +$22.9M +120,790 +7%
VanEck Associates
14
VanEck Associates
New York
$274M +$39.9M +210,100 +14%
Goldman Sachs
15
Goldman Sachs
New York
$270M +$138M +724,254 +77%
AQR Capital Management
16
AQR Capital Management
Connecticut
$263M +$244M +1,282,877 +380%
JP Morgan Chase
17
JP Morgan Chase
New York
$248M +$21M +110,390 +8%
Stifel Financial
18
Stifel Financial
Missouri
$232M -$3.46M -18,211 -1%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$193M -$355M -1,871,008 -61%
Wells Fargo
20
Wells Fargo
California
$173M -$4.34M -22,836 -2%
Amundi
21
Amundi
France
$172M +$81M +426,587 +67%
MIM
22
Meridiem Investment Management
United Kingdom
$170M -$7.66M -40,313 -4%
UBS AM
23
UBS AM
Illinois
$168M +$2.3M +12,100 +1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$165M +$11.7M +61,404 +6%
Mitsubishi UFJ Asset Management
25
Mitsubishi UFJ Asset Management
Japan
$160M -$167M -881,407 -47%