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Broadridge

1,086 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 370 increasing their positions, 386 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 386

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

68% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $48.8M

Holders
1,086
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$48.8M
Net Calls
Net Calls Change

Top Sellers

1 -$312M
2 -$147M
3 -$133M
4
Millennium Management
Millennium Management
New York
-$76.6M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
226
EULAV Asset Management
Florida
$7.15M
CNB
227
Czech National Bank
Czech Republic
$7.09M
AAM
228
Aureus Asset Management
Massachusetts
$7.04M
AAF
229
Andra AP-fonden
Sweden
$7.03M
PKC
230
Palmer Knight Company
Florida
$7.02M
II
231
IFM Investors
Australia
$6.95M
AI
232
Atria Investments
North Carolina
$6.9M
X
233
Xponance
Pennsylvania
$6.87M
MF
234
Magnetar Financial
Illinois
$6.81M
Creative Planning
235
Creative Planning
Kansas
$6.72M
SEM
236
Suncoast Equity Management
Florida
$6.71M
EI
237
Ethic Inc
New York
$6.71M
COPPSERS
238
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.7M
Brown Advisory
239
Brown Advisory
Maryland
$6.62M
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$6.54M
DnB Asset Management
241
DnB Asset Management
Norway
$6.53M
AWM
242
Axxcess Wealth Management
California
$6.53M
NA
243
NewEdge Advisors
Louisiana
$6.41M
AB
244
Amalgamated Bank
New York
$6.38M
Commonwealth Equity Services
245
Commonwealth Equity Services
Massachusetts
$6.3M
SPS
246
Susquehanna Portfolio Strategies
Pennsylvania
$6.26M
Lido Advisors
247
Lido Advisors
California
$6.22M
M&T Bank
248
M&T Bank
New York
$6.15M
BFW
249
Brady Family Wealth
Missouri
$6.14M
State of Tennessee, Department of Treasury
250
State of Tennessee, Department of Treasury
Tennessee
$5.98M