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Broadridge

1,131 hedge funds and large institutions have $23.9B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 362 increasing their positions, 437 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

25% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $15.4M

3% more funds holding

Funds holding: 1,1031,131 (+28)

1.58% more ownership

Funds ownership: 90.19%91.77% (+1.6%)

5% less capital invested

Capital invested by funds: $25.1B → $23.9B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 437

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,131
Holders Change
+28
Holders Change %
+2.54%
% of All Funds
13.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
136
Increased
362
Reduced
437
Closed
89
Calls
$19.2M
Puts
$15.4M
Net Calls
+$3.78M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$6.45M -$479K -2,102 -7%
P
227
PensionDanmark
Denmark
$6.17M +$6.3M +27,635 New
SEM
228
Suncoast Equity Management
Florida
$6.15M -$145K -634 -2%
Brown Advisory
229
Brown Advisory
Maryland
$6.13M -$75.3K -330 -1%
DnB Asset Management
230
DnB Asset Management
Norway
$6.13M +$7.98K +35 +0.1%
SW
231
SVB Wealth
Massachusetts
$6.1M -$1.03M -4,515 -14%
COPPSERS
232
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.06M -$222K -975 -3%
Lido Advisors
233
Lido Advisors
California
$6.05M +$6.84K +30 +0.1%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.98M -$896K -3,928 -13%
NA
235
NewEdge Advisors
Louisiana
$5.95M -$65.5K -287 -1%
AI
236
Atria Investments
North Carolina
$5.92M -$558K -2,446 -8%
BFW
237
Brady Family Wealth
Missouri
$5.71M -$44.2K -194 -0.8%
AB
238
Amalgamated Bank
New York
$5.58M -$408K -1,787 -7%
EMPI
239
Elo Mutual Pension Insurance
Finland
$5.55M +$1.15M +5,039 +25%
M&T Bank
240
M&T Bank
New York
$5.54M -$223K -976 -4%
Retirement Systems of Alabama
241
Retirement Systems of Alabama
Alabama
$5.54M -$35.1K -154 -0.6%
PKC
242
Palmer Knight Company
Florida
$5.48M -$1.12M -4,923 -17%
LFAS
243
Level Four Advisory Services
Texas
$5.47M +$82.1K +360 +1%
Credit Agricole
244
Credit Agricole
France
$5.45M -$17.3M -75,875 -76%
Robeco Institutional Asset Management
245
Robeco Institutional Asset Management
Netherlands
$5.44M -$2.09M -9,176 -27%
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$5.37M -$783K -3,432 -12%
Skandinaviska Enskilda Banken (SEB)
247
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.37M -$65.9K -289 -1%
BMCM
248
Bryn Mawr Capital Management
Pennsylvania
$5.33M -$34.2K -150 -0.6%
Macquarie Group
249
Macquarie Group
Australia
$5.33M -$150M -658,130 -97%
EI
250
Ethic Inc
New York
$5.25M -$1.06M -4,635 -16%