BR icon

Broadridge

1,108 hedge funds and large institutions have $23.7B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 360 increasing their positions, 433 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $25.1B → $23.7B (-$1.37B)

17% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 433

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,108
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
$19.2M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$177M
2 +$123M
3 +$119M
4
JP Morgan Chase
JP Morgan Chase
New York
+$111M
5
Citadel Advisors
Citadel Advisors
Florida
+$97.9M

Top Sellers

1 -$150M
2 -$139M
3 -$120M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$110M
5
Morgan Stanley
Morgan Stanley
New York
-$98.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
226
Brown Advisory
Maryland
$6.13M
DnB Asset Management
227
DnB Asset Management
Norway
$6.13M
SW
228
SVB Wealth
Massachusetts
$6.1M
COPPSERS
229
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.06M
Lido Advisors
230
Lido Advisors
California
$6.05M
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.98M
NA
232
NewEdge Advisors
Louisiana
$5.95M
AI
233
Atria Investments
North Carolina
$5.92M
BFW
234
Brady Family Wealth
Missouri
$5.71M
AB
235
Amalgamated Bank
New York
$5.58M
EMPI
236
Elo Mutual Pension Insurance
Finland
$5.55M
M&T Bank
237
M&T Bank
New York
$5.54M
Retirement Systems of Alabama
238
Retirement Systems of Alabama
Alabama
$5.54M
PKC
239
Palmer Knight Company
Florida
$5.48M
LFAS
240
Level Four Advisory Services
Texas
$5.47M
Credit Agricole
241
Credit Agricole
France
$5.45M
Robeco Institutional Asset Management
242
Robeco Institutional Asset Management
Netherlands
$5.44M
Daiwa Securities Group
243
Daiwa Securities Group
Japan
$5.37M
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.37M
BMCM
245
Bryn Mawr Capital Management
Pennsylvania
$5.33M
Macquarie Group
246
Macquarie Group
Australia
$5.33M
EI
247
Ethic Inc
New York
$5.25M
HPIA
248
Hamilton Point Investment Advisors
North Carolina
$5.19M
ZCI
249
Zevenbergen Capital Investments
Washington
$5.14M
Pathstone Holdings
250
Pathstone Holdings
New Jersey
$5.11M