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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

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: 1,1311,053 (-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
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
AC
376
AXQ Capital
New Jersey
$1.85M
Public Employees Retirement Association of Colorado
377
Public Employees Retirement Association of Colorado
Colorado
$1.83M
Federated Hermes
378
Federated Hermes
Pennsylvania
$1.82M
Impax Asset Management Group
379
Impax Asset Management Group
United Kingdom
$1.81M
KAS
380
Kestra Advisory Services
Texas
$1.8M
SFI
381
Siemens Fonds Invest
Germany
$1.79M
FT
382
Fiduciary Trust
Massachusetts
$1.79M
AWM
383
Apollon Wealth Management
South Carolina
$1.78M
WIA
384
Wealthedge Investment Advisors
New York
$1.77M
KA
385
Kintegral Advisory
New York
$1.75M
QCM
386
QRG Capital Management
Illinois
$1.74M
PAM
387
Panagora Asset Management
Massachusetts
$1.73M
MC
388
Machina Capital
France
$1.71M
MAA
389
Mraz Amerine & Associates
California
$1.71M
WC
390
Waterloo Capital
Texas
$1.68M
PPC
391
Park Place Capital
Alabama
$1.68M
HFS
392
Hantz Financial Services
Michigan
$1.67M
NGA
393
Naples Global Advisors
Florida
$1.65M
TRCT
394
Tower Research Capital (TRC)
New York
$1.62M
APWM
395
Argonautica Private Wealth Management
Massachusetts
$1.62M
Janney Montgomery Scott
396
Janney Montgomery Scott
Pennsylvania
$1.61M
AIM
397
Aigen Investment Management
New York
$1.61M
RFC
398
Regions Financial Corp
Alabama
$1.58M
Lido Advisors
399
Lido Advisors
California
$1.56M
SCP
400
Sivia Capital Partners
California
$1.55M