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Broadridge

1,054 hedge funds and large institutions have $18B invested in Broadridge in 2026 Q1 according to their latest regulatory filings, with 135 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: 1,1311,054 (-77)

25% less capital invested

Capital invested by funds: $23.9B → $18B (-$5.87B)

28% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 188

Holders
1,054
Holders Change
-77
Holders Change %
-6.81%
% of All Funds
12.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
135
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
AC
376
AXQ Capital
New Jersey
$1.85M +$1.55M +8,177 +256%
Public Employees Retirement Association of Colorado
377
Public Employees Retirement Association of Colorado
Colorado
$1.83M -$22.9M -120,595 -91%
Federated Hermes
378
Federated Hermes
Pennsylvania
$1.82M -$7.97M -41,927 -79%
Impax Asset Management Group
379
Impax Asset Management Group
United Kingdom
$1.81M +$895K +4,712 +74%
KAS
380
Kestra Advisory Services
Texas
$1.8M -$153K -807 -7%
SFI
381
Siemens Fonds Invest
Germany
$1.79M
FT
382
Fiduciary Trust
Massachusetts
$1.79M +$166K +873 +9%
AWM
383
Apollon Wealth Management
South Carolina
$1.78M -$5.86M -30,859 -74%
WIA
384
Wealthedge Investment Advisors
New York
$1.77M +$2.06M +10,865 New
KA
385
Kintegral Advisory
New York
$1.75M -$90.2K -475 -4%
QCM
386
QRG Capital Management
Illinois
$1.74M -$334K -1,760 -14%
PAM
387
Panagora Asset Management
Massachusetts
$1.73M +$3.42K +18 +0.2%
MC
388
Machina Capital
France
$1.71M +$735K +3,868 +58%
MAA
389
Mraz Amerine & Associates
California
$1.71M +$106K +560 +6%
WC
390
Waterloo Capital
Texas
$1.68M +$65.2K +343 +3%
PPC
391
Park Place Capital
Alabama
$1.68M +$423K +2,225 +27%
HFS
392
Hantz Financial Services
Michigan
$1.67M +$212K +1,115 +12%
NGA
393
Naples Global Advisors
Florida
$1.65M +$348K +1,833 +22%
TRCT
394
Tower Research Capital (TRC)
New York
$1.62M +$1.28M +6,759 +211%
APWM
395
Argonautica Private Wealth Management
Massachusetts
$1.62M -$79.4K -418 -4%
Janney Montgomery Scott
396
Janney Montgomery Scott
Pennsylvania
$1.61M +$89.3K +470 +5%
AIM
397
Aigen Investment Management
New York
$1.61M +$1.88M +9,883 New
RFC
398
Regions Financial Corp
Alabama
$1.58M -$245K -1,287 -12%
Lido Advisors
399
Lido Advisors
California
$1.56M -$3.14M -16,502 -63%
SCP
400
Sivia Capital Partners
California
$1.55M +$1.81M +9,551 New