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Broadridge

1,047 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, 431 increasing their positions, 315 reducing their positions, and 189 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: 1,1271,047 (-80)

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: 189

Holders
1,047
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
AWA
1101
Aaron Wealth Advisors
Illinois
Ninety One (UK)
1102
Ninety One (UK)
United Kingdom
TA
1103
Tectonic Advisors
Texas
PAI
1104
Pittenger & Anderson Inc
Nebraska
CF
1105
Convergence Financial
Missouri
SB
1106
Simmons Bank
Arkansas
MHC
1107
Meyer Handelman Company
New York
AWM
1108
Aberdeen Wealth Management
Illinois
AWA
1109
Argos Wealth Advisors
California
SHFP
1110
Second Half Financial Partners
Florida
WANY
1111
Wealthspire Advisors (New York)
New York
DAS
1112
Diversify Advisory Services
Utah
MIP
1113
Marietta Investment Partners
Wisconsin
PMAM
1114
Picton Mahoney Asset Management
Ontario, Canada
GAG
1115
GM Advisory Group
New York
GC
1116
Guggenheim Capital
Illinois
D.E. Shaw & Co
1117
D.E. Shaw & Co
New York
MF
1118
Magnetar Financial
Illinois
GS
1119
GTS Securities
New York
KCM
1120
Kathmere Capital Management
Pennsylvania
AIA
1121
AssuredPartners Investment Advisors
Florida
PCM
1122
Prelude Capital Management
New York
AM
1123
Atwater Malick
Pennsylvania
EA
1124
Everpar Advisors
Oklahoma
FCM
1125
Fieldview Capital Management
Michigan