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Broadridge

1,093 hedge funds and large institutions have $25B invested in Broadridge in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 374 increasing their positions, 389 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: 374 | Existing positions reduced: 389

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
1,093
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
KPWS
226
Kestra Private Wealth Services
Texas
$7.38M
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.32M
EAM
228
EULAV Asset Management
Florida
$7.15M
CNB
229
Czech National Bank
Czech Republic
$7.09M
AAM
230
Aureus Asset Management
Massachusetts
$7.04M
AAF
231
Andra AP-fonden
Sweden
$7.03M
PKC
232
Palmer Knight Company
Florida
$7.02M
II
233
IFM Investors
Australia
$6.95M
AI
234
Atria Investments
North Carolina
$6.9M
X
235
Xponance
Pennsylvania
$6.87M
MF
236
Magnetar Financial
Illinois
$6.81M
Creative Planning
237
Creative Planning
Kansas
$6.72M
SEM
238
Suncoast Equity Management
Florida
$6.71M
EI
239
Ethic Inc
New York
$6.71M
COPPSERS
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.7M
Brown Advisory
241
Brown Advisory
Maryland
$6.62M
Daiwa Securities Group
242
Daiwa Securities Group
Japan
$6.54M
DnB Asset Management
243
DnB Asset Management
Norway
$6.53M
AWM
244
Axxcess Wealth Management
California
$6.53M
NA
245
NewEdge Advisors
Louisiana
$6.41M
AB
246
Amalgamated Bank
New York
$6.38M
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$6.3M
SPS
248
Susquehanna Portfolio Strategies
Pennsylvania
$6.26M
Lido Advisors
249
Lido Advisors
California
$6.22M
M&T Bank
250
M&T Bank
New York
$6.15M