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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
HPIA
251
Hamilton Point Investment Advisors
North Carolina
$5.19M +$85.1K +373 +2%
ZCI
252
Zevenbergen Capital Investments
Washington
$5.14M -$16K -70 -0.3%
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$5.11M +$207K +909 +4%
Allianz Asset Management
254
Allianz Asset Management
Germany
$5.04M -$1.99M -8,727 -28%
Squarepoint
255
Squarepoint
New York
$5.02M -$19M -83,334 -79%
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$5.01M -$909K -3,986 -15%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$4.96M +$862K +3,781 +21%
EW
258
Evexia Wealth
Wisconsin
$4.9M -$179K -783 -3%
OAM
259
Occidental Asset Management
California
$4.86M +$208K +911 +4%
UIM
260
USS Investment Management
United Kingdom
$4.86M +$380K +1,665 +8%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$4.81M -$260K -1,142 -5%
BA
262
Bridgewater Associates
Connecticut
$4.77M +$2.86M +12,543 +142%
GAM
263
Griffin Asset Management
New York
$4.76M +$292K +1,281 +6%
KBC Group
264
KBC Group
Belgium
$4.72M -$44.5K -195 -0.9%
KIC
265
Kensington Investment Counsel
California
$4.67M +$192K +843 +4%
Cerity Partners
266
Cerity Partners
New York
$4.62M -$868K -3,804 -16%
BCIM
267
British Columbia Investment Management
British Columbia, Canada
$4.61M +$866K +3,796 +22%
HKAM
268
Horizon Kinetics Asset Management
New York
$4.56M +$1.23M +5,375 +36%
PP
269
Prudential plc
United Kingdom
$4.53M -$826K -3,622 -15%
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
$4.51M -$835K -3,662 -15%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$4.49M +$84.4K +370 +2%
ACG
272
Allen Capital Group
Nebraska
$4.49M +$199K +871 +5%
WP
273
Woodline Partners
California
$4.44M +$1.01M +4,436 +29%
CAC
274
Core Alternative Capital
Georgia
$4.43M -$237K -1,037 -5%
SWP
275
Stratos Wealth Partners
Ohio
$4.39M +$16.4K +72 +0.4%