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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
Retirement Systems of Alabama
251
Retirement Systems of Alabama
Alabama
$5.95M
Cerity Partners
252
Cerity Partners
New York
$5.84M
NAAA
253
New Age Alpha Advisors
New York
$5.8M
Skandinaviska Enskilda Banken (SEB)
254
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.8M
LFAS
255
Level Four Advisory Services
Texas
$5.75M
BMCM
256
Bryn Mawr Capital Management
Pennsylvania
$5.72M
PP
257
Prudential plc
United Kingdom
$5.7M
Bank of Nova Scotia
258
Bank of Nova Scotia
Ontario, Canada
$5.69M
ZCI
259
Zevenbergen Capital Investments
Washington
$5.5M
HPIA
260
Hamilton Point Investment Advisors
North Carolina
$5.45M
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$5.41M
EW
262
Evexia Wealth
Wisconsin
$5.34M
N
263
Numerai
California
$5.3M
Pathstone Holdings
264
Pathstone Holdings
New Jersey
$5.24M
OAM
265
Occidental Asset Management
California
$4.97M
CAC
266
Core Alternative Capital
Georgia
$4.97M
Bank Julius Baer & Co
267
Bank Julius Baer & Co
Switzerland
$4.91M
CFB
268
Cullen/Frost Bankers
Texas
$4.9M
EAM
269
Erste Asset Management
Austria
$4.81M
UIM
270
USS Investment Management
United Kingdom
$4.79M
KIC
271
Kensington Investment Counsel
California
$4.79M
GAM
272
Griffin Asset Management
New York
$4.78M
EMPI
273
Elo Mutual Pension Insurance
Finland
$4.72M
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$4.71M
SWP
275
Stratos Wealth Partners
Ohio
$4.67M