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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
UW
1101
Unique Wealth
Florida
-$521K -2,336 Closed
MM
1102
MQS Management
New York
-$518K -2,319 Closed
OPOWM
1103
One Plus One Wealth Management
Florida
-$516K -2,314 Closed
PAG
1104
Private Advisor Group
New Jersey
-$516K -2,314 Closed
AWA
1105
Aaron Wealth Advisors
Illinois
-$483K -2,164 Closed
Ninety One (UK)
1106
Ninety One (UK)
United Kingdom
-$475K -2,128 Closed
PAI
1107
Pittenger & Anderson Inc
Nebraska
-$469K -2,100 Closed
TA
1108
Tectonic Advisors
Texas
-$469K -2,100 Closed
CF
1109
Convergence Financial
Missouri
-$447K -2,001 Closed
SB
1110
Simmons Bank
Arkansas
-$438K -1,964 Closed
MHC
1111
Meyer Handelman Company
New York
-$434K -1,945 Closed
AWM
1112
Aberdeen Wealth Management
Illinois
-$433K -1,939 Closed
AWA
1113
Argos Wealth Advisors
California
-$432K -1,935 Closed
SHFP
1114
Second Half Financial Partners
Florida
-$423K -1,896 Closed
WANY
1115
Wealthspire Advisors (New York)
New York
-$380K -1,704 Closed
DAS
1116
Diversify Advisory Services
Utah
-$362K -1,657 Closed
MIP
1117
Marietta Investment Partners
Wisconsin
-$368K -1,649 Closed
PMAM
1118
Picton Mahoney Asset Management
Ontario, Canada
-$357K -1,601 Closed
GAG
1119
GM Advisory Group
New York
-$347K -1,555 Closed
GC
1120
Guggenheim Capital
Illinois
-$338K -1,513 Closed
D.E. Shaw & Co
1121
D.E. Shaw & Co
New York
-$330K -1,479 Closed
MF
1122
Magnetar Financial
Illinois
-$330K -1,479 Closed
GS
1123
GTS Securities
New York
-$329K -1,474 Closed
KCM
1124
Kathmere Capital Management
Pennsylvania
-$311K -1,392 Closed
AIA
1125
AssuredPartners Investment Advisors
Florida
-$306K -1,371 Closed