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Broadridge

1,120 hedge funds and large institutions have $23.8B invested in Broadridge in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 361 increasing their positions, 436 reducing their positions, and 89 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 funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $25.1B → $23.8B (-$1.21B)

17% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 436

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
1,120
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
Corient Private Wealth
Corient Private Wealth
Florida
+$111M

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
SEM
226
Suncoast Equity Management
Florida
$6.15M
Brown Advisory
227
Brown Advisory
Maryland
$6.13M
DnB Asset Management
228
DnB Asset Management
Norway
$6.13M
SW
229
SVB Wealth
Massachusetts
$6.1M
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.06M
Lido Advisors
231
Lido Advisors
California
$6.05M
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.98M
NA
233
NewEdge Advisors
Louisiana
$5.95M
AI
234
Atria Investments
North Carolina
$5.92M
BFW
235
Brady Family Wealth
Missouri
$5.71M
AB
236
Amalgamated Bank
New York
$5.58M
EMPI
237
Elo Mutual Pension Insurance
Finland
$5.55M
M&T Bank
238
M&T Bank
New York
$5.54M
Retirement Systems of Alabama
239
Retirement Systems of Alabama
Alabama
$5.54M
PKC
240
Palmer Knight Company
Florida
$5.48M
LFAS
241
Level Four Advisory Services
Texas
$5.47M
Credit Agricole
242
Credit Agricole
France
$5.45M
Robeco Institutional Asset Management
243
Robeco Institutional Asset Management
Netherlands
$5.44M
Daiwa Securities Group
244
Daiwa Securities Group
Japan
$5.37M
Skandinaviska Enskilda Banken (SEB)
245
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.37M
BMCM
246
Bryn Mawr Capital Management
Pennsylvania
$5.33M
Macquarie Group
247
Macquarie Group
Australia
$5.33M
EI
248
Ethic Inc
New York
$5.25M
HPIA
249
Hamilton Point Investment Advisors
North Carolina
$5.19M
ZCI
250
Zevenbergen Capital Investments
Washington
$5.14M